Smithbridge Asset Management’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
$2.75M Buy
26,508
+22,618
+581% +$2.4M 0.37% 64
2026
Q2
$404K Sell
3,890
-21,400
-85% -$2.2M 0.06% 140
2026
Q1
$2.46M Buy
+25,290
New +$2.53M 0.36% 66

Other funds holding EFA

Smithbridge Asset Management's EFA Position: Q3 2026 in Review

Smithbridge Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 581% in Q3 2026, buying an estimated $2.4M and bringing the position to 26,508 shares worth $2.75M. The position accounts for 0.37% of the portfolio, ranked #64.

Smithbridge Asset Management first reported a position in EFA in Q1 2026 and has held it in 3 quarters since. 873 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Smithbridge Asset Management held 26,508 shares of iShares MSCI EAFE ETF worth $2.75M as of Q3 2026.
  • Smithbridge Asset Management bought 22,618 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $2.4M.
  • iShares MSCI EAFE ETF made up 0.37% of Smithbridge Asset Management's portfolio in Q3 2026, its #64 holding.
  • Smithbridge Asset Management first reported a position in iShares MSCI EAFE ETF in Q1 2026 and has held it in 3 quarters since.
  • 873 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.