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SPC Financial Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

SPC Financial Inc’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
2025
Q3 		$1M Buy
10,760
+338
+3% +$30.7K 0.08% 115
2025
Q2 		$932K Buy
10,422
+200
+2% +$17.1K 0.08% 119
2025
Q1 		$835K Sell
10,222
-36
-0.4% -$2.9K 0.07% 123
2024
Q4 		$776K Sell
10,258
-328
-3% -$26K 0.07% 132
2024
Q3 		$885K Sell
10,586
-55
-0.5% -$4.42K 0.08% 117
2024
Q2 		$834K Buy
10,641
+813
+8% +$64.4K 0.08% 111
2024
Q1 		$785K Buy
9,828
+2,348
+31% +$180K 0.07% 118
2023
Q4 		$564K Sell
7,480
-690
-8% -$48.8K 0.06% 136
2023
Q3 		$563K Buy
8,170
+635
+8% +$45.5K 0.06% 132
2023
Q2 		$546K Buy
7,535
+1,734
+30% +$126K 0.06% 130
2023
Q1 		$415K Buy
5,801
+552
+11% +$38.6K 0.05% 144
2022
Q4 		$345K Sell
5,249
-550
-9% -$34.5K 0.04% 152
2022
Q3 		$325K Sell
5,799
-866
-13% -$54K 0.04% 147
2022
Q2 		$416K Buy
6,665
+1,600
+32% +$109K 0.05% 139
2022
Q1 		$373K Buy
5,065
+460
+10% +$34.4K 0.04% 149
2021
Q4 		$362K Buy
4,605
+300
+7% +$23.8K 0.04% 147
2021
Q3 		$336K Sell
4,305
-1
-0% -$80 0.04% 134
2021
Q2 		$340K Buy
4,306
+91
+2% +$7.23K 0.04% 135
2021
Q1 		$320K Buy
4,215
+255
+6% +$19.2K 0.04% 132
2020
Q4 		$289K Sell
3,960
-630
-14% -$43.1K 0.04% 135
2020
Q3 		$292K Sell
4,590
-20
-0.4% -$1.28K 0.05% 120
2020
Q2 		$281K Sell
4,610
-100
-2% -$5.78K 0.06% 114
2020
Q1 		$252K Buy
4,710
+600
+15% +$38.1K 0.06% 116
2019
Q4 		$285K Hold
4,110
– – 0.05% 115
2019
Q3 		$268K Sell
4,110
-300
-7% -$19.3K 0.06% 107
2019
Q2 		$290K Sell
4,410
-663
-13% -$43.4K 0.06% 114
2019
Q1 		$329K Hold
5,073
– – 0.07% 107
2018
Q4 		$298K Sell
5,073
-1,060
-17% -$66.2K 0.08% 104
2018
Q3 		$417K Buy
6,133
+358
+6% +$24.2K 0.08% 96
2018
Q2 		$387K Sell
5,775
-15,138
-72% -$1.06M 0.08% 98
2018
Q1 		$1.46M Sell
20,913
-33,023
-61% -$2.35M 0.33% 53
2017
Q4 		$3.79M Sell
53,936
-137,220
-72% -$9.54M 0.88% 28
2017
Q3 		$13.1M Sell
191,156
-101,221
-35% -$6.77M 3.24% 4
2017
Q2 		$19.1M Buy
292,377
+26,748
+10% +$1.73M 5.05% 3
2017
Q1 		$16.5M Buy
265,629
+24,520
+10% +$1.48M 4.62% 3
2016
Q4 		$13.9M Buy
241,109
+120,006
+99% +$6.92M 4.24% 3
2016
Q3 		$7.16M Buy
+121,103
New +$7.02M 2.3% 16
2016
Q2 		– Sell
-126,423
Closed -$7.23M – 111
2016
Q1 		$7.23M Buy
+126,423
New +$6.97M 2.75% 12
2015
Q3 		– Sell
-201,803
Closed -$12.8M – 109
2015
Q2 		$12.8M Buy
201,803
+38,380
+23% +$2.56M 3.59% 3
2015
Q1 		$10.5M Buy
+163,423
New +$10.3M 2.88% 3
2014
Q4 		– Sell
-186,463
Closed -$12M – 110
2014
Q3 		$12M Buy
186,463
+3,225
+2% +$215K 3.47% 3
2014
Q2 		$12.5M Buy
183,238
+3,515
+2% +$241K 3.51% 3
2014
Q1 		$12.1M Buy
179,723
+3,600
+2% +$238K 3.67% 3
2013
Q4 		$11.8M Buy
176,123
+870
+0.5% +$56.8K 3.7% 3
2013
Q3 		$11.2M Sell
175,253
-118,662
-40% -$7.27M 3.97% 3
2013
Q2 		$16.8M Buy
+293,915
New +$17.8M 6.51% 3

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SPC Financial Inc's EFA Position: Q3 2025 in Review

SPC Financial Inc increased its iShares MSCI EAFE ETF (EFA) stake by 3.2% in Q3 2025, buying an estimated $30.7K and bringing the position to 10,760 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #115.

SPC Financial Inc first reported a position in EFA in Q2 2013 and has held it in 46 quarters since. The position peaked at $19.1M in Q2 2017. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

  • SPC Financial Inc held 10,760 shares of iShares MSCI EAFE ETF worth $1M as of Q3 2025.
  • SPC Financial Inc bought 338 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $30.7K.
  • iShares MSCI EAFE ETF made up 0.08% of SPC Financial Inc's portfolio in Q3 2025, its #115 holding.
  • SPC Financial Inc first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 46 quarters since.
  • SPC Financial Inc's iShares MSCI EAFE ETF position peaked at $19.1M in Q2 2017.
  • 2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.