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Porter White Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Porter White Investment 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 		$221K Sell
2,125
-1
-0% -$106 0.14% 35
2026
Q2 		$221K Buy
2,126
+33
+2% +$3.39K 0.09% 40
2026
Q1 		$203K Buy
+2,093
New +$209K 0.08% 40

Other funds holding EFA

NYU
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
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Porter White Investment Advisors's EFA Position: Q3 2026 in Review

Porter White Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.05% in Q3 2026, selling an estimated $106 and leaving 2,125 shares worth $221K. The position accounts for 0.14% of the portfolio, ranked #35.

Porter White Investment Advisors first reported a position in EFA in Q1 2026 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Porter White Investment Advisors held 2,125 shares of iShares MSCI EAFE ETF worth $221K as of Q3 2026.
  • Porter White Investment Advisors sold 1 iShares MSCI EAFE ETF share in Q3 2026, an estimated $106.
  • iShares MSCI EAFE ETF made up 0.14% of Porter White Investment Advisors's portfolio in Q3 2026, its #35 holding.
  • Porter White Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2026 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Porter White Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.