Precedent Wealth Partners
EFA icon

Precedent Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Precedent Wealth Partners’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 		$13.9M Buy
133,461
+7,148
+6% +$757K 2.13% 8
2026
Q2 		$13.1M Buy
126,313
+3,546
+3% +$365K 2.18% 10
2026
Q1 		$11.9M Buy
122,767
+2,008
+2% +$201K 2.39% 7
2025
Q4 		$11.6M Hold
120,759
– – 2.43% 7
2025
Q3 		$11.3M Buy
120,759
+1,558
+1% +$142K 2.48% 7
2025
Q2 		$10.7M Sell
119,201
-656
-0.5% -$56K 2.61% 7
2025
Q1 		$9.8M Buy
119,857
+786
+0.7% +$63.4K 2.72% 8
2024
Q4 		$9M Sell
119,071
-8,461
-7% -$670K 2.94% 6
2024
Q3 		$10.7M Sell
127,532
-2,943
-2% -$237K 3.52% 6
2024
Q2 		$10.2M Sell
130,475
-3,205
-2% -$254K 4.12% 5
2024
Q1 		$10.7M Buy
133,680
+6,351
+5% +$486K 4.59% 5
2023
Q4 		$9.6M Buy
+127,329
New +$9M 4.88% 6

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
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 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

Precedent Wealth Partners's EFA Position: Q3 2026 in Review

Precedent Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 5.7% in Q3 2026, buying an estimated $757K and bringing the position to 133,461 shares worth $13.9M. The position accounts for 2.13% of the portfolio, ranked #8.

Precedent Wealth Partners first reported a position in EFA in Q4 2023 and has held it in 12 quarters since. 1,333 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Precedent Wealth Partners held 133,461 shares of iShares MSCI EAFE ETF worth $13.9M as of Q3 2026.
  • Precedent Wealth Partners bought 7,148 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $757K.
  • iShares MSCI EAFE ETF made up 2.13% of Precedent Wealth Partners's portfolio in Q3 2026, its #8 holding.
  • Precedent Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,333 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.