Pettinga Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Pettinga Financial Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.68M	Sell	35,423 -2,507	-7%	-$266K	0.61%	38
2026 Q2	$3.94M	Buy	37,930 +1,196	+3%	+$123K	0.63%	36
2026 Q1	$3.57M	Sell	36,734 -795	-2%	-$79.5K	0.67%	35
2025 Q4	$3.6M	Sell	37,529 -477	-1%	-$45.2K	0.68%	35
2025 Q3	$3.55M	Sell	38,006 -1,377	-3%	-$125K	0.69%	33
2025 Q2	$3.52M	Buy	39,383 +1,091	+3%	+$93.1K	0.77%	31
2025 Q1	$3.13M	Buy	38,292 +1,799	+5%	+$145K	0.74%	36
2024 Q4	$2.76M	Sell	36,493 -550	-1%	-$43.6K	0.62%	38
2024 Q3	$3.1M	Buy	37,043 +690	+2%	+$55.5K	0.73%	32
2024 Q2	$2.85M	Sell	36,353 -286	-0.8%	-$22.7K	0.71%	33
2024 Q1	$2.93M	Buy	36,639 +139	+0.4%	+$10.6K	0.75%	33
2023 Q4	$2.75M	Buy	36,500 +1,267	+4%	+$89.5K	0.74%	36
2023 Q3	$2.43M	Sell	35,233 -247	-0.7%	-$17.7K	0.73%	31
2023 Q2	$2.57M	Buy	35,480 +44	+0.1%	+$3.19K	0.76%	29
2023 Q1	$2.53M	Sell	35,436 -4,861	-12%	-$340K	0.79%	29
2022 Q4	$2.65M	Sell	40,297 -1,883	-4%	-$118K	0.86%	29
2022 Q3	$2.36M	Sell	42,180 -2,667	-6%	-$166K	0.81%	28
2022 Q2	$2.8M	Sell	44,847 -7,093	-14%	-$483K	0.84%	32
2022 Q1	$3.82M	Buy	51,940 +15,476	+42%	+$1.16M	0.96%	25
2021 Q4	$2.87M	Sell	36,464 -1,916	-5%	-$152K	0.7%	36
2021 Q3	$2.99M	Buy	38,380 +5,760	+18%	+$461K	0.76%	31
2021 Q2	$2.57M	Sell	32,620 -1,584	-5%	-$126K	0.69%	35
2021 Q1	$2.6M	Sell	34,204 -10,164	-23%	-$765K	0.76%	35
2020 Q4	$3.24M	Sell	44,368 -6,626	-13%	-$453K	1.16%	25
2020 Q3	$3.25M	Sell	50,994 -1,825	-3%	-$117K	1.38%	23
2020 Q2	$3.21M	Buy	52,819 +7,770	+17%	+$449K	1.55%	19
2020 Q1	$2.41M	Buy	45,049 +3,620	+9%	+$230K	1.62%	15
2019 Q4	$2.88M	Buy	41,429 +1,933	+5%	+$131K	1.53%	15
2019 Q3	$2.58M	Buy	39,496 +172	+0.4%	+$11.1K	1.39%	15
2019 Q2	$2.58M	Sell	39,324 -672	-2%	-$44K	1.34%	15
2019 Q1	$2.59M	Buy	39,996 +1,806	+5%	+$114K	1.39%	14
2018 Q4	$2.25M	Buy	+38,190	New	+$2.39M	1.48%	16

Other funds holding EFA

NYU

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Pettinga Financial Advisors's EFA Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 6.6% in Q3 2026, selling an estimated $266K and leaving 35,423 shares worth $3.68M. The position accounts for 0.61% of the portfolio, ranked #38.

Pettinga Financial Advisors first reported a position in EFA in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.94M in Q2 2026. 236 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Pettinga Financial Advisors held 35,423 shares of iShares MSCI EAFE ETF worth $3.68M as of Q3 2026.
Pettinga Financial Advisors sold 2,507 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $266K.
iShares MSCI EAFE ETF made up 0.61% of Pettinga Financial Advisors's portfolio in Q3 2026, its #38 holding.
Pettinga Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 32 quarters since.
Pettinga Financial Advisors's iShares MSCI EAFE ETF position peaked at $3.94M in Q2 2026.
236 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.