Shayne & Jacobs LLC
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Shayne & Jacobs LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Shayne & Jacobs LLC’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 		$1.04M Hold
10,053
– – 0.31% 50
2026
Q2 		$1.04M Hold
10,053
– – 0.31% 51
2026
Q1 		$976K Hold
10,053
– – 0.3% 46
2025
Q4 		$965K Hold
10,053
– – 0.29% 48
2025
Q3 		$939K Hold
10,053
– – 0.29% 50
2025
Q2 		$899K Hold
10,053
– – 0.3% 52
2025
Q1 		$822K Sell
10,053
-190
-2% -$15.3K 0.2% 50
2024
Q4 		$774K Hold
10,243
– – 0.2% 55
2024
Q3 		$857K Hold
10,243
– – 0.21% 53
2024
Q2 		$802K Hold
10,243
– – 0.22% 50
2024
Q1 		$818K Sell
10,243
-80
-0.8% -$6.12K 0.22% 52
2023
Q4 		$778K Hold
10,323
– – 0.24% 48
2023
Q3 		$711K Buy
+10,323
New +$739K 0.24% 47

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Shayne & Jacobs LLC's EFA Position: Q3 2026 in Review

Shayne & Jacobs LLC held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 10,053 shares worth $1.04M. The position accounts for 0.31% of the portfolio, ranked #50.

Shayne & Jacobs LLC first reported a position in EFA in Q3 2023 and has held it in 13 quarters since. 1,148 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Shayne & Jacobs LLC held 10,053 shares of iShares MSCI EAFE ETF worth $1.04M as of Q3 2026.
  • Shayne & Jacobs LLC left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.31% of Shayne & Jacobs LLC's portfolio in Q3 2026, its #50 holding.
  • Shayne & Jacobs LLC first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 13 quarters since.
  • 1,148 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q3 2026, filed 21 Oct 2026.