Sensible Money
EFA icon

Sensible Money’s iShares MSCI EAFE ETF EFA Stock Holding History

Sensible Money’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 		$284K Buy
2,734
+41
+2% +$4.34K 0.07% 79
2026
Q2 		$280K Hold
2,693
– – 0.07% 81
2026
Q1 		$262K Hold
2,693
– – 0.08% 72
2025
Q4 		$259K Hold
2,693
– – 0.08% 70
2025
Q3 		$251K Sell
2,693
-37
-1% -$3.36K 0.09% 72
2025
Q2 		$244K Buy
2,730
+28
+1% +$2.39K 0.09% 73
2025
Q1 		$221K Hold
2,702
– – 0.09% 75
2024
Q4 		$204K Hold
2,702
– – 0.09% 80
2024
Q3 		$226K Sell
2,702
-500
-16% -$40.2K 0.1% 76
2024
Q2 		$251K Hold
3,202
– – 0.12% 65
2024
Q1 		$256K Sell
3,202
-405
-11% -$31K 0.14% 63
2023
Q4 		$272K Hold
3,607
– – 0.16% 58
2023
Q3 		$249K Hold
3,607
– – 0.18% 56
2023
Q2 		$262K Sell
3,607
-312
-8% -$22.7K 0.19% 56
2023
Q1 		$280K Buy
3,919
+299
+8% +$20.9K 0.24% 52
2022
Q4 		$238K Buy
+3,620
New +$227K 0.25% 60

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
New York University
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
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Sensible Money's EFA Position: Q3 2026 in Review

Sensible Money increased its iShares MSCI EAFE ETF (EFA) stake by 1.5% in Q3 2026, buying an estimated $4.34K and bringing the position to 2,734 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #79.

Sensible Money first reported a position in EFA in Q4 2022 and has held it in 16 quarters since. 1,080 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Sensible Money held 2,734 shares of iShares MSCI EAFE ETF worth $284K as of Q3 2026.
  • Sensible Money bought 41 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $4.34K.
  • iShares MSCI EAFE ETF made up 0.07% of Sensible Money's portfolio in Q3 2026, its #79 holding.
  • Sensible Money first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,080 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.