Premier Path Wealth Partners
EFA icon

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

Premier Path 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 		$621K Buy
5,980
+568
+10% +$60.2K 0.07% 226
2026
Q2 		$562K Buy
5,412
+1,125
+26% +$116K 0.06% 250
2026
Q1 		$416K Buy
4,287
+243
+6% +$24.3K 0.05% 298
2025
Q4 		$388K Buy
4,044
+232
+6% +$22K 0.05% 281
2025
Q3 		$356K Buy
3,812
+208
+6% +$18.9K 0.05% 306
2025
Q2 		$322K Buy
+3,604
New +$308K 0.04% 315

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
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
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Premier Path Wealth Partners's EFA Position: Q3 2026 in Review

Premier Path Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 10% in Q3 2026, buying an estimated $60.2K and bringing the position to 5,980 shares worth $621K. The position accounts for 0.07% of the portfolio, ranked #226.

Premier Path Wealth Partners first reported a position in EFA in Q2 2025 and has held it in 6 quarters since. 1,223 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Premier Path Wealth Partners held 5,980 shares of iShares MSCI EAFE ETF worth $621K as of Q3 2026.
  • Premier Path Wealth Partners bought 568 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $60.2K.
  • iShares MSCI EAFE ETF made up 0.07% of Premier Path Wealth Partners's portfolio in Q3 2026, its #226 holding.
  • Premier Path Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,223 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.