PCS
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Private Client Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Private Client 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 		– Sell
-14,983
Closed -$1.56M – 237
2026
Q2 		$1.56M Buy
14,983
+441
+3% +$45.4K 0.41% 53
2026
Q1 		$1.41M Buy
14,542
+226
+2% +$22.6K 0.42% 56
2025
Q4 		$1.37M Buy
14,316
+233
+2% +$22.1K 0.43% 55
2025
Q3 		$1.31M Buy
14,083
+229
+2% +$20.8K 0.44% 55
2025
Q2 		$1.24M Buy
13,854
+2,423
+21% +$207K 0.48% 53
2025
Q1 		$934K Sell
11,431
-77
-0.7% -$6.21K 0.46% 55
2024
Q4 		$870K Sell
11,508
-327
-3% -$25.9K 0.47% 60
2024
Q3 		$990K Buy
11,835
+732
+7% +$58.9K 0.53% 52
2024
Q2 		$870K Buy
11,103
+15
+0.1% +$1.19K 0.55% 49
2024
Q1 		$885K Sell
11,088
-388
-3% -$29.7K 0.59% 52
2023
Q4 		$865K Buy
+11,476
New +$811K 0.71% 37

Other funds holding EFA

NYU
New York University New York $314M AUM 25.02% 1-Year Est. Return
B
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Private Client Services's EFA Position: Q3 2026 in Review

Private Client Services sold out of iShares MSCI EAFE ETF (EFA) in Q3 2026, closing a stake of 14,983 shares — an estimated $1.56M sold.

Private Client Services first reported a position in EFA in Q4 2023 and held it in 11 quarters. The position peaked at $1.56M in Q2 2026. 273 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Private Client Services reported no remaining iShares MSCI EAFE ETF position as of Q3 2026 after selling out during the quarter.
  • Private Client Services sold 14,983 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $1.56M.
  • Private Client Services first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 11 quarters.
  • Private Client Services's iShares MSCI EAFE ETF position peaked at $1.56M in Q2 2026.
  • 273 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.