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SC&H Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

SC&H Financial Advisors’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 		$1.07M Sell
10,337
-498
-5% -$52.7K 0.15% 63
2026
Q2 		$1.13M Buy
10,835
+28
+0.3% +$2.88K 0.15% 66
2026
Q1 		$1.05M Buy
10,807
+187
+2% +$18.7K 0.16% 63
2025
Q4 		$1.02M Sell
10,620
-601
-5% -$57K 0.16% 65
2025
Q3 		$1.05M Sell
11,221
-516
-4% -$46.9K 0.17% 64
2025
Q2 		$1.05M Sell
11,737
-246
-2% -$21K 0.18% 61
2025
Q1 		$979K Sell
11,983
-403
-3% -$32.5K 0.19% 60
2024
Q4 		$937K Sell
12,386
-427
-3% -$33.8K 0.19% 63
2024
Q3 		$1.07M Hold
12,813
– – 0.23% 61
2024
Q2 		$1M Buy
12,813
+92
+0.7% +$7.29K 0.25% 56
2024
Q1 		$1.02M Sell
12,721
-30
-0.2% -$2.29K 0.26% 59
2023
Q4 		$961K Sell
12,751
-138
-1% -$9.75K 0.28% 57
2023
Q3 		$888K Sell
12,889
-103
-0.8% -$7.38K 0.3% 59
2023
Q2 		$942K Buy
12,992
+115
+0.9% +$8.35K 0.31% 57
2023
Q1 		$921K Buy
12,877
+2,518
+24% +$176K 0.34% 57
2022
Q4 		$680K Buy
10,359
+21
+0.2% +$1.32K 0.28% 71
2022
Q3 		$579K Sell
10,338
-21
-0.2% -$1.31K 0.29% 70
2022
Q2 		$647K Buy
10,359
+117
+1% +$7.96K 0.3% 68
2022
Q1 		$754K Buy
10,242
+136
+1% +$10.2K 0.36% 59
2021
Q4 		$795K Buy
+10,106
New +$800K 0.44% 54

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
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
FF
Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

SC&H Financial Advisors's EFA Position: Q3 2026 in Review

SC&H Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 4.6% in Q3 2026, selling an estimated $52.7K and leaving 10,337 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #63.

SC&H Financial Advisors first reported a position in EFA in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.13M in Q2 2026. 312 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • SC&H Financial Advisors held 10,337 shares of iShares MSCI EAFE ETF worth $1.07M as of Q3 2026.
  • SC&H Financial Advisors sold 498 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $52.7K.
  • iShares MSCI EAFE ETF made up 0.15% of SC&H Financial Advisors's portfolio in Q3 2026, its #63 holding.
  • SC&H Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • SC&H Financial Advisors's iShares MSCI EAFE ETF position peaked at $1.13M in Q2 2026.
  • 312 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.