StackStone Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

StackStone Wealth’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	$247K	Buy	+2,382	New	+$252K	0.02%	302

Other funds holding EFA

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

StackStone Wealth's EFA Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares MSCI EAFE ETF (EFA) in Q3 2026: 2,382 shares worth $247K. The stake represents 0.02% of the portfolio and ranks #302 among its holdings.

1,027 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

StackStone Wealth held 2,382 shares of iShares MSCI EAFE ETF worth $247K as of Q3 2026.
iShares MSCI EAFE ETF was a new StackStone Wealth position in Q3 2026.
iShares MSCI EAFE ETF made up 0.02% of StackStone Wealth's portfolio in Q3 2026, its #302 holding.
1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.