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Santori & Peters Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

Santori & Peters Inc’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
Q2 		$5.37M Buy
51,717
+308
+0.6% +$31.7K 1.51% 9
2026
Q1 		$4.99M Buy
51,409
+64
+0.1% +$6.4K 1.55% 9
2025
Q4 		$4.93M Sell
51,345
-71
-0.1% -$6.73K 1.68% 9
2025
Q3 		$4.8M Sell
51,416
-101
-0.2% -$9.18K 1.72% 9
2025
Q2 		$4.61M Buy
51,517
+1,118
+2% +$95.5K 1.67% 10
2025
Q1 		$4.12M Sell
50,399
-3,951
-7% -$318K 1.66% 10
2024
Q4 		$4.11M Buy
54,350
+1,393
+3% +$110K 1.57% 10
2024
Q3 		$4.43M Sell
52,957
-243
-0.5% -$19.6K 1.76% 10
2024
Q2 		$4.17M Buy
53,200
+56
+0.1% +$4.44K 1.78% 11
2024
Q1 		$4.24M Buy
53,144
+648
+1% +$49.6K 1.83% 11
2023
Q4 		$3.96M Buy
52,496
+1,300
+3% +$91.9K 1.88% 11
2023
Q3 		$3.53M Sell
51,196
-323
-0.6% -$23.1K 1.9% 11
2023
Q2 		$3.74M Sell
51,519
-433
-0.8% -$31.4K 1.87% 11
2023
Q1 		$3.72M Sell
51,952
-1,289
-2% -$90.2K 2% 11
2022
Q4 		$3.49M Buy
53,241
+170
+0.3% +$10.7K 2.05% 10
2022
Q3 		$2.97M Sell
53,071
-562
-1% -$35K 2% 10
2022
Q2 		$3.35M Buy
+53,633
New +$3.65M 2.16% 10
2018
Q1 		– Sell
-100
Closed -$6K – 199
2017
Q4 		$6K Buy
+100
New +$6.95K 0.01% 388

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Santori & Peters Inc's EFA Position: Q2 2026 in Review

Santori & Peters Inc increased its iShares MSCI EAFE ETF (EFA) stake by 0.6% in Q2 2026, buying an estimated $31.7K and bringing the position to 51,717 shares worth $5.37M. The position accounts for 1.51% of the portfolio, ranked #9.

Santori & Peters Inc first reported a position in EFA in Q4 2017 and has held it in 18 quarters since. 1,092 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Santori & Peters Inc held 51,717 shares of iShares MSCI EAFE ETF worth $5.37M as of Q2 2026.
  • Santori & Peters Inc bought 308 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $31.7K.
  • iShares MSCI EAFE ETF made up 1.51% of Santori & Peters Inc's portfolio in Q2 2026, its #9 holding.
  • Santori & Peters Inc first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 18 quarters since.
  • 1,092 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Santori & Peters Inc's 13F filing for Q2 2026, filed 24 Jul 2026.