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Sterling Investment Advisors (Missouri)’s iShares MSCI EAFE ETF EFA Stock Holding History

Sterling Investment Advisors (Missouri)’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
Q2 		$4.4M Buy
42,336
+337
+0.8% +$34.7K 1.98% 17
2026
Q1 		$4.08M Sell
41,999
-400
-0.9% -$40K 1.96% 17
2025
Q4 		$4.07M Buy
42,399
+108
+0.3% +$10.2K 1.97% 17
2025
Q3 		$3.95M Sell
42,291
-4,676
-10% -$425K 1.96% 16
2025
Q2 		$3.79M Buy
46,967
+4,616
+11% +$394K 1.97% 16
2025
Q1 		$3.46M Sell
42,351
-864
-2% -$69.6K 1.95% 16
2024
Q4 		$3.27M Buy
43,215
+489
+1% +$38.7K 1.91% 16
2024
Q3 		$3.57M Sell
42,726
-9
-0% -$724 2.01% 16
2024
Q2 		$3.35M Sell
42,735
-387
-0.9% -$30.7K 2.04% 16
2024
Q1 		$3.44M Sell
43,122
-979
-2% -$74.9K 2.02% 15
2023
Q4 		$3.32M Buy
44,101
+183
+0.4% +$12.9K 2.06% 16
2023
Q3 		$3.03M Sell
43,918
-70
-0.2% -$5.01K 1.93% 17
2023
Q2 		$3.19M Buy
43,988
+312
+0.7% +$22.7K 2.03% 16
2023
Q1 		$3.12M Sell
43,676
-2,187
-5% -$153K 2.02% 16
2022
Q4 		$3.01M Sell
45,863
-346
-0.7% -$21.7K 2.06% 16
2022
Q3 		$2.59M Sell
46,209
-573
-1% -$35.7K 1.94% 15
2022
Q2 		$2.92M Buy
46,782
+84
+0.2% +$5.72K 2.01% 14
2022
Q1 		$3.44M Sell
46,698
-294
-0.6% -$22K 2.03% 14
2021
Q4 		$3.7M Sell
46,992
-1,308
-3% -$104K 2.1% 14
2021
Q3 		$3.77M Sell
48,300
-538
-1% -$43K 2.26% 14
2021
Q2 		$3.85M Sell
48,838
-220
-0.4% -$17.5K 2.33% 14
2021
Q1 		$3.72M Sell
49,058
-514
-1% -$38.7K 2.36% 14
2020
Q4 		$3.62M Buy
49,572
+9
+0% +$616 2.4% 14
2020
Q3 		$3.15M Sell
49,563
-590
-1% -$37.8K 2.41% 14
2020
Q2 		$3.05M Sell
50,153
-2,319
-4% -$134K 2.45% 15
2020
Q1 		$2.81M Sell
52,472
-353
-0.7% -$22.4K 2.6% 15
2019
Q4 		$3.67M Sell
52,825
-6,131
-10% -$414K 2.82% 15
2019
Q3 		$3.85M Sell
58,956
-369
-0.6% -$23.8K 3.05% 13
2019
Q2 		$3.9M Sell
59,325
-240
-0.4% -$15.7K 3.11% 13
2019
Q1 		$3.86M Sell
59,565
-1,005
-2% -$63.3K 3.16% 13
2018
Q4 		$3.56M Sell
60,570
-283
-0.5% -$17.7K 3.17% 12
2018
Q3 		$4.14M Sell
60,853
-433
-0.7% -$29.2K 3.38% 11
2018
Q2 		$4.1M Buy
61,286
+1,061
+2% +$74.4K 3.46% 10
2018
Q1 		$4.2M Sell
60,225
-332
-0.5% -$23.7K 3.46% 9
2017
Q4 		$4.26M Buy
60,557
+173
+0.3% +$12K 3.52% 8
2017
Q3 		$4.13M Sell
60,384
-1,019
-2% -$68.1K 3.52% 7
2017
Q2 		$4M Buy
61,403
+19
+0% +$1.23K 3.65% 6
2017
Q1 		$3.82M Sell
61,384
-860
-1% -$52K 3.66% 6
2016
Q4 		$3.59M Sell
62,244
-2,435
-4% -$140K 3.7% 6
2016
Q3 		$3.82M Sell
64,679
-1,163
-2% -$67.4K 3.91% 6
2016
Q2 		$3.67M Buy
65,842
+864
+1% +$49.7K 3.76% 7
2016
Q1 		$3.71M Sell
64,978
-1,137
-2% -$62.7K 3.92% 7
2015
Q4 		$3.88M Sell
66,115
-2,783
-4% -$168K 4.19% 7
2015
Q3 		$3.95M Sell
68,898
-2,995
-4% -$185K 4.51% 7
2015
Q2 		$4.57M Sell
71,893
-4,000
-5% -$266K 4.84% 8
2015
Q1 		$4.87M Sell
75,893
-942
-1% -$59.3K 4.91% 7
2014
Q4 		$4.67M Buy
+76,835
New +$4.8M 4.82% 7

Other funds holding EFA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s EFA Position: Q2 2026 in Review

Sterling Investment Advisors (Missouri) increased its iShares MSCI EAFE ETF (EFA) stake by 0.8% in Q2 2026, buying an estimated $34.7K and bringing the position to 42,336 shares worth $4.4M. The position accounts for 1.98% of the portfolio, ranked #17.

Sterling Investment Advisors (Missouri) first reported a position in EFA in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.87M in Q1 2015. 1,462 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sterling Investment Advisors (Missouri) held 42,336 shares of iShares MSCI EAFE ETF worth $4.4M as of Q2 2026.
  • Sterling Investment Advisors (Missouri) bought 337 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $34.7K.
  • iShares MSCI EAFE ETF made up 1.98% of Sterling Investment Advisors (Missouri)'s portfolio in Q2 2026, its #17 holding.
  • Sterling Investment Advisors (Missouri) first reported a position in iShares MSCI EAFE ETF in Q4 2014 and has held it in 47 quarters since.
  • Sterling Investment Advisors (Missouri)'s iShares MSCI EAFE ETF position peaked at $4.87M in Q1 2015.
  • 1,462 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.