Sincerus Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$11.5M Buy
111,088
+7,546
+7% +$799K 7.53% 2
2026
Q2
$10.8M Buy
103,542
+1,839
+2% +$189K 7.3% 2
2026
Q1
$9.9M Buy
101,703
+2,490
+3% +$249K 7.49% 2
2025
Q4
$9.5M Buy
99,213
+5,381
+6% +$510K 7.66% 2
2025
Q3
$8.76M Buy
93,832
+8,726
+10% +$793K 7.5% 2
2025
Q2
$7.72M Buy
85,106
+7,983
+10% +$682K 7.26% 2
2025
Q1
$6.3M Buy
77,123
+1,217
+2% +$98.1K 6.65% 2
2024
Q4
$5.74M Buy
+75,906
New +$6.01M 6.16% 2

Other funds holding EFA

Sincerus Advisory's EFA Position: Q3 2026 in Review

Sincerus Advisory increased its iShares MSCI EAFE ETF (EFA) stake by 7.3% in Q3 2026, buying an estimated $799K and bringing the position to 111,088 shares worth $11.5M. The position accounts for 7.53% of the portfolio, ranked #2.

Sincerus Advisory first reported a position in EFA in Q4 2024 and has held it in 8 quarters since. 773 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Sincerus Advisory held 111,088 shares of iShares MSCI EAFE ETF worth $11.5M as of Q3 2026.
  • Sincerus Advisory bought 7,546 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $799K.
  • iShares MSCI EAFE ETF made up 7.53% of Sincerus Advisory's portfolio in Q3 2026, its #2 holding.
  • Sincerus Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.