Private Wealth Partners
EFA icon

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

Private 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 		$260K Buy
2,506
+449
+22% +$47.6K 0.02% 154
2026
Q2 		$214K Buy
+2,057
New +$212K 0.02% 172
2023
Q3 		– Sell
-2,897
Closed -$210K – 161
2023
Q2 		$210K Buy
+2,897
New +$210K 0.02% 154

Other funds holding EFA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

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

Private Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 22% in Q3 2026, buying an estimated $47.6K and bringing the position to 2,506 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #154.

Private Wealth Partners first reported a position in EFA in Q2 2023 and has held it in 3 quarters since. 1,573 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Private Wealth Partners held 2,506 shares of iShares MSCI EAFE ETF worth $260K as of Q3 2026.
  • Private Wealth Partners bought 449 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $47.6K.
  • iShares MSCI EAFE ETF made up 0.02% of Private Wealth Partners's portfolio in Q3 2026, its #154 holding.
  • Private Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 3 quarters since.
  • 1,573 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.