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PKS Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

PKS Advisory Services’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 		$1.55M Hold
14,898
– – 0.25% 77
2026
Q2 		$1.55M Buy
14,898
+2,462
+20% +$253K 0.25% 78
2026
Q1 		$1.21M Sell
12,436
-674
-5% -$67.4K 0.28% 75
2025
Q4 		$1.26M Sell
13,110
-45
-0.3% -$4.27K 0.29% 68
2025
Q3 		$1.23M Buy
13,155
+625
+5% +$56.8K 0.26% 69
2025
Q2 		$1.12M Buy
12,530
+2,950
+31% +$252K 0.28% 73
2025
Q1 		$783K Sell
9,580
-687
-7% -$55.4K 0.21% 99
2024
Q4 		$776K Buy
+10,267
New +$813K 0.19% 97

Other funds holding EFA

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
New York University
New York University New York $314M AUM 25.02% 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
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

PKS Advisory Services's EFA Position: Q3 2026 in Review

PKS Advisory Services held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 14,898 shares worth $1.55M. The position accounts for 0.25% of the portfolio, ranked #77.

PKS Advisory Services first reported a position in EFA in Q4 2024 and has held it in 8 quarters since. 971 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • PKS Advisory Services held 14,898 shares of iShares MSCI EAFE ETF worth $1.55M as of Q3 2026.
  • PKS Advisory Services left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.25% of PKS Advisory Services's portfolio in Q3 2026, its #77 holding.
  • PKS Advisory Services first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
  • 971 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.