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Sound Stewardship’s iShares MSCI EAFE ETF EFA Stock Holding History

Sound Stewardship’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 		$487K Sell
4,684
-36
-0.8% -$3.81K 0.2% 47
2026
Q2 		$490K Buy
4,720
+11
+0.2% +$1.13K 0.2% 45
2026
Q1 		$457K Sell
4,709
-178
-4% -$17.8K 0.21% 45
2025
Q4 		$469K Buy
4,887
+6
+0.1% +$569 0.22% 43
2025
Q3 		$456K Sell
4,881
-140
-3% -$12.7K 0.22% 44
2025
Q2 		$449K Sell
5,021
-148
-3% -$12.6K 0.23% 43
2025
Q1 		$422K Buy
5,169
+39
+0.8% +$3.14K 0.24% 42
2024
Q4 		$388K Buy
5,130
+287
+6% +$22.7K 0.23% 42
2024
Q3 		$405K Hold
4,843
– – 0.23% 42
2024
Q2 		$379K Buy
4,843
+4
+0.1% +$317 0.23% 44
2024
Q1 		$386K Sell
4,839
-20
-0.4% -$1.53K 0.23% 45
2023
Q4 		$366K Buy
4,859
+299
+7% +$21.1K 0.24% 51
2023
Q3 		$314K Hold
4,560
– – 0.21% 53
2023
Q2 		$331K Sell
4,560
-127
-3% -$9.22K 0.22% 53
2023
Q1 		$335K Buy
4,687
+505
+12% +$35.3K 0.23% 50
2022
Q4 		$274K Buy
+4,182
New +$262K 0.2% 51

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

Sound Stewardship's EFA Position: Q3 2026 in Review

Sound Stewardship reduced its iShares MSCI EAFE ETF (EFA) stake by 0.76% in Q3 2026, selling an estimated $3.81K and leaving 4,684 shares worth $487K. The position accounts for 0.2% of the portfolio, ranked #47.

Sound Stewardship first reported a position in EFA in Q4 2022 and has held it in 16 quarters since. The position peaked at $490K in Q2 2026. 297 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Sound Stewardship held 4,684 shares of iShares MSCI EAFE ETF worth $487K as of Q3 2026.
  • Sound Stewardship sold 36 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $3.81K.
  • iShares MSCI EAFE ETF made up 0.2% of Sound Stewardship's portfolio in Q3 2026, its #47 holding.
  • Sound Stewardship first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 16 quarters since.
  • Sound Stewardship's iShares MSCI EAFE ETF position peaked at $490K in Q2 2026.
  • 297 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.