Strategic Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.3M | Buy |
394,363
+15,794
| +4% | +$1.58M | 2.66% | 4 |
|
|
2025
Q4 | $36.4M | Buy |
378,569
+31,862
| +9% | +$3.02M | 2.49% | 7 |
|
|
2025
Q3 | $32.4M | Sell |
346,707
-188
| -0.1% | -$17.1K | 2.42% | 7 |
|
|
2025
Q2 | $31M | Buy |
+346,895
| New | +$29.6M | 2.44% | 6 |
|
|
2024
Q4 | $28.5M | Buy |
348,523
+3,201
| +0.9% | +$254K | 2.36% | 6 |
|
|
2024
Q3 | $28.9M | Buy |
345,322
+8,656
| +3% | +$696K | 2.78% | 5 |
|
|
2024
Q2 | $26.4M | Buy |
336,666
+13,938
| +4% | +$1.1M | 2.75% | 6 |
|
|
2024
Q1 | $25.8M | Buy |
322,728
+22,064
| +7% | +$1.69M | 2.83% | 6 |
|
|
2023
Q4 | $22.7M | Buy |
300,664
+498
| +0.2% | +$35.2K | 2.79% | 6 |
|
|
2023
Q3 | $20.7M | Buy |
300,166
+13,764
| +5% | +$986K | 2.72% | 6 |
|
|
2023
Q2 | $20.8M | Buy |
286,402
+6,975
| +2% | +$507K | 2.69% | 5 |
|
|
2023
Q1 | $20M | Buy |
279,427
+48,683
| +21% | +$3.41M | 3.07% | 6 |
|
|
2022
Q4 | $15.1M | Buy |
230,744
+225,815
| +4,581% | +$14.1M | 2.81% | 5 |
|
|
2022
Q3 | $276K | Buy |
4,929
+1,108
| +29% | +$69.1K | 0.06% | 229 |
|
|
2022
Q2 | $239K | Sell |
3,821
-621
| -14% | -$42.3K | 0.05% | 219 |
|
|
2022
Q1 | $327K | Sell |
4,442
-1,021
| -19% | -$76.4K | 0.06% | 206 |
|
|
2021
Q4 | $430K | Sell |
5,463
-35
| -0.6% | -$2.77K | 0.08% | 210 |
|
|
2021
Q3 | $429K | Buy |
5,498
+257
| +5% | +$20.6K | 0.13% | 180 |
|
|
2021
Q2 | $413K | Buy |
5,241
+99
| +2% | +$7.86K | 0.13% | 170 |
|
|
2021
Q1 | $390K | Buy |
5,142
+145
| +3% | +$10.9K | 0.16% | 140 |
|
|
2020
Q4 | $365K | Buy |
4,997
+1
| +0% | +$68 | 0.15% | 134 |
|
|
2020
Q3 | $318K | Sell |
4,996
-993
| -17% | -$63.5K | 0.16% | 122 |
|
|
2020
Q2 | $365K | Sell |
5,989
-36,384
| -86% | -$2.1M | 0.19% | 109 |
|
|
2020
Q1 | $2.94M | Hold |
42,373
| – | – | 1.53% | 11 |
|
|
2019
Q4 | $2.94M | Buy |
42,373
+4,273
| +11% | +$289K | 1.53% | 11 |
|
|
2019
Q3 | $9.39K | Buy |
38,100
+15,222
| +67% | +$981K | 0.05% | 146 |
|
|
2019
Q2 | $1.5M | Buy |
22,878
+7,192
| +46% | +$471K | 0.73% | 37 |
|
|
2019
Q1 | $1.03M | Buy |
15,686
+8,471
| +117% | +$534K | 0.47% | 65 |
|
|
2018
Q4 | $456K | Buy |
7,215
+2,182
| +43% | +$136K | 0.23% | 99 |
|
|
2018
Q3 | $342K | Sell |
5,033
-1,660
| -25% | -$112K | 0.18% | 108 |
|
|
2018
Q2 | $448K | Sell |
6,693
-667
| -9% | -$46.8K | 0.26% | 97 |
|
|
2018
Q1 | $513K | Sell |
7,360
-26,693
| -78% | -$1.9M | 0.26% | 111 |
|
|
2017
Q4 | $2.37M | Buy |
+34,053
| New | +$2.37M | 1.31% | 14 |
|
Other funds holding EFA
NMIMC
Strategic Wealth Partners's EFA Position: Q1 2026 in Review
Strategic Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 4.2% in Q1 2026, buying an estimated $1.58M and bringing the position to 394,363 shares worth $38.3M. The position accounts for 2.66% of the portfolio, ranked #4.
Strategic Wealth Partners first reported a position in EFA in Q4 2017 and has held it in 33 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Strategic Wealth Partners held 394,363 shares of iShares MSCI EAFE ETF worth $38.3M as of Q1 2026.
- Strategic Wealth Partners bought 15,794 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.58M.
- iShares MSCI EAFE ETF made up 2.66% of Strategic Wealth Partners's portfolio in Q1 2026, its #4 holding.
- Strategic Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 33 quarters since.
- 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.