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Richard P. Slaughter Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Richard P. Slaughter Associates’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
2024
Q2 		– Sell
-60
Closed -$479K – 149
2024
Q1 		$479K Buy
+60
New +$4.59K 0.11% 116

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

Richard P. Slaughter Associates's EFA Position: Q3 2026 in Review

Richard P. Slaughter Associates reduced its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q3 2026, selling an estimated $1.48K and leaving 961 shares worth $99.8K. The position accounts for 0.02% of the portfolio, ranked #114.

Richard P. Slaughter Associates first reported a position in EFA in Q4 2019 and has held it in 9 quarters since. The position peaked at $294K in Q3 2020. 374 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Richard P. Slaughter Associates held 961 shares of iShares MSCI EAFE ETF worth $99.8K as of Q3 2026.
  • Richard P. Slaughter Associates sold 14 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $1.48K.
  • iShares MSCI EAFE ETF made up 0.02% of Richard P. Slaughter Associates's portfolio in Q3 2026, its #114 holding.
  • Richard P. Slaughter Associates first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 9 quarters since.
  • Richard P. Slaughter Associates's iShares MSCI EAFE ETF position peaked at $294K in Q3 2020.
  • 374 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q3 2026, filed 13 Oct 2026.