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

Sterling Investment Advisors (Pennsylvania)’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 		$1.6M Buy
15,575
+9
+0.1% +$926 0.27% 87
2026
Q1 		$1.5M Buy
15,566
+11
+0.1% +$1.1K 0.27% 84
2025
Q4 		$1.48M Buy
15,555
+711
+5% +$67.4K 0.27% 84
2025
Q3 		$1.37M Buy
14,844
+2,418
+19% +$220K 0.27% 82
2025
Q2 		$1.11M Buy
12,426
+44
+0.4% +$3.76K 0.24% 92
2025
Q1 		$1.01M Buy
12,382
+3,696
+43% +$298K 0.24% 93
2024
Q4 		$657K Buy
8,686
+2,100
+32% +$166K 0.16% 93
2024
Q3 		$551K Buy
6,586
+713
+12% +$57.4K 0.14% 101
2024
Q2 		$460K Hold
5,873
– – 0.12% 104
2024
Q1 		$469K Buy
5,873
+65
+1% +$4.97K 0.13% 104
2023
Q4 		$438K Hold
5,808
– – 0.14% 101
2023
Q3 		$400K Sell
5,808
-125
-2% -$8.96K 0.14% 101
2023
Q2 		$430K Hold
5,933
– – 0.14% 99
2023
Q1 		$424K Hold
5,933
– – 0.14% 100
2022
Q4 		$389K Hold
5,933
– – 0.14% 107
2022
Q3 		$332K Sell
5,933
-1,190
-17% -$74.2K 0.12% 113
2022
Q2 		$445K Hold
7,123
– – 0.15% 100
2022
Q1 		$524K Hold
7,123
– – 0.15% 105
2021
Q4 		$560K Buy
7,123
+200
+3% +$15.8K 0.16% 110
2021
Q3 		$540K Hold
6,923
– – 0.16% 109
2021
Q2 		$546K Hold
6,923
– – 0.16% 108
2021
Q1 		$525K Buy
6,923
+1,895
+38% +$143K 0.17% 105
2020
Q4 		$367K Hold
5,028
– – 0.12% 105
2020
Q3 		$320K Hold
5,028
– – 0.12% 109
2020
Q2 		$306K Sell
5,028
-93
-2% -$5.38K 0.13% 109
2020
Q1 		$273K Sell
5,121
-300
-6% -$19K 0.14% 96
2019
Q4 		$376K Buy
5,421
+389
+8% +$26.3K 0.17% 88
2019
Q3 		$328K Sell
5,032
-800
-14% -$51.6K 0.17% 82
2019
Q2 		$383K Hold
5,832
– – 0.2% 85
2019
Q1 		$378K Hold
5,832
– – 0.19% 87
2018
Q4 		$342K Sell
5,832
-1,389
-19% -$86.8K 0.2% 85
2018
Q3 		$491K Sell
7,221
-1,241
-15% -$83.8K 0.26% 80
2018
Q2 		$566K Buy
8,462
+1,389
+20% +$97.4K 0.33% 76
2018
Q1 		$493K Buy
7,073
+800
+13% +$57K 0.3% 75
2017
Q4 		$441K Buy
6,273
+4,593
+273% +$319K 0.27% 77
2017
Q3 		$115K Hold
1,680
– – 0.08% 128
2017
Q2 		$110K Hold
1,680
– – 0.07% 129
2017
Q1 		$105K Sell
1,680
-300
-15% -$18.1K 0.08% 124
2016
Q4 		$114K Buy
+1,980
New +$114K 0.09% 109

Other funds holding EFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania) increased its iShares MSCI EAFE ETF (EFA) stake by 0.06% in Q2 2026, buying an estimated $926 and bringing the position to 15,575 shares worth $1.6M. The position accounts for 0.27% of the portfolio, ranked #87.

Sterling Investment Advisors (Pennsylvania) first reported a position in EFA in Q4 2016 and has held it in 39 quarters since. 1,212 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 15,575 shares of iShares MSCI EAFE ETF worth $1.6M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 9 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $926.
  • iShares MSCI EAFE ETF made up 0.27% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #87 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,212 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.