PFW Advisors
EFA icon

PFW Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

PFW 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 		$3.9M Sell
37,516
-793
-2% -$84K 1.16% 17
2026
Q2 		$3.98M Sell
38,309
-1,019
-3% -$105K 1.16% 16
2026
Q1 		$3.82M Sell
39,328
-7
-0% -$700 1.2% 16
2025
Q4 		$3.78M Sell
39,335
-1,426
-3% -$135K 1.14% 19
2025
Q3 		$3.81M Sell
40,761
-423
-1% -$38.5K 1.13% 19
2025
Q2 		$3.68M Sell
41,184
-7,190
-15% -$614K 1.13% 19
2025
Q1 		$3.95M Buy
48,374
+613
+1% +$49.4K 1.24% 17
2024
Q4 		$3.61M Buy
+47,761
New +$3.78M 1.11% 19
2024
Q2 		$3.44M Sell
43,956
-397
-0.9% -$31.4K 1.1% 19
2024
Q1 		$3.54M Buy
44,353
+270
+0.6% +$20.7K 1.08% 19
2023
Q4 		$3.32M Sell
44,083
-694
-2% -$49K 1.06% 19
2023
Q3 		$3.09M Hold
44,777
– – 1.09% 18
2023
Q2 		$3.23M Buy
+44,777
New +$3.25M 1.08% 18
2019
Q3 		$3.67M Buy
+43,922
New +$2.83M 1.11% 18

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

PFW Advisors's EFA Position: Q3 2026 in Review

PFW Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 2.1% in Q3 2026, selling an estimated $84K and leaving 37,516 shares worth $3.9M. The position accounts for 1.16% of the portfolio, ranked #17.

PFW Advisors first reported a position in EFA in Q3 2019 and has held it in 14 quarters since. The position peaked at $3.98M in Q2 2026. 1,295 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • PFW Advisors held 37,516 shares of iShares MSCI EAFE ETF worth $3.9M as of Q3 2026.
  • PFW Advisors sold 793 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $84K.
  • iShares MSCI EAFE ETF made up 1.16% of PFW Advisors's portfolio in Q3 2026, its #17 holding.
  • PFW Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 14 quarters since.
  • PFW Advisors's iShares MSCI EAFE ETF position peaked at $3.98M in Q2 2026.
  • 1,295 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.