S.A. Mason’s iShares MSCI EAFE ETF EFA Stock Holding History

S.A. Mason’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	$418K	Hold	4,024	–	–	0.12%	152
2026 Q2	$418K	Hold	4,024	–	–	0.13%	147
2026 Q1	$391K	Hold	4,024	–	–	0.15%	138
2025 Q4	$386K	Hold	4,024	–	–	0.15%	133
2025 Q3	$376K	Hold	4,024	–	–	0.17%	126
2025 Q2	$360K	Hold	4,024	–	–	0.17%	127
2025 Q1	$329K	Hold	4,024	–	–	0.17%	127
2024 Q4	$304K	Sell	4,024 -200	-5%	-$15.8K	0.16%	133
2024 Q3	$353K	Hold	4,224	–	–	0.19%	117
2024 Q2	$331K	Hold	4,224	–	–	0.19%	123
2024 Q1	$337K	Buy	4,224 +264	+7%	+$20.2K	0.2%	118
2023 Q4	$298K	Buy	3,960 +127	+3%	+$8.98K	0.2%	120
2023 Q3	$264K	Hold	3,833	–	–	0.19%	128
2023 Q2	$274K	Hold	3,833	–	–	0.2%	128
2023 Q1	$274K	Hold	3,833	–	–	0.2%	128
2022 Q4	$252K	Hold	3,833	–	–	0.19%	134
2022 Q3	$215K	Hold	3,833	–	–	0.17%	138
2022 Q2	$240K	Hold	3,833	–	–	0.18%	139
2022 Q1	$282K	Hold	3,833	–	–	0.18%	135
2021 Q4	$302K	Sell	3,833 -200	-5%	-$15.8K	0.18%	129
2021 Q3	$315K	Hold	4,033	–	–	0.21%	126
2021 Q2	$318K	Hold	4,033	–	–	0.22%	123
2021 Q1	$306K	Hold	4,033	–	–	0.23%	117
2020 Q4	$294K	Hold	4,033	–	–	0.24%	109
2020 Q3	$257K	Hold	4,033	–	–	0.24%	108
2020 Q2	$245K	Buy	4,033 +3,333	+476%	+$193K	0.26%	106
2020 Q1	$37K	Sell	700 -100	-13%	-$6.35K	0.04%	221
2019 Q4	$56K	Buy	+800	New	+$54K	0.05%	221

Other funds holding EFA

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

S.A. Mason's EFA Position: Q3 2026 in Review

S.A. Mason held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 4,024 shares worth $418K. The position accounts for 0.12% of the portfolio, ranked #152.

S.A. Mason first reported a position in EFA in Q4 2019 and has held it in 28 quarters since. 773 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

S.A. Mason held 4,024 shares of iShares MSCI EAFE ETF worth $418K as of Q3 2026.
S.A. Mason left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 0.12% of S.A. Mason's portfolio in Q3 2026, its #152 holding.
S.A. Mason first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 28 quarters since.
773 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.