Ted Buchan & Co
EFA icon

Ted Buchan & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Ted Buchan & Co’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 		$18.3M Buy
176,544
+1,613
+0.9% +$171K 6.05% 2
2026
Q2 		$18.2M Buy
174,931
+2,047
+1% +$211K 5.94% 2
2026
Q1 		$16.8M Sell
172,884
-533
-0.3% -$53.3K 6.1% 2
2025
Q4 		$16.7M Buy
173,417
+15,091
+10% +$1.43M 6.11% 2
2025
Q3 		$14.8M Buy
158,326
+98,569
+165% +$8.96M 5.79% 2
2025
Q2 		$5.34M Buy
+59,757
New +$5.1M 2.12% 16
2024
Q2 		– Sell
-6,183
Closed -$494K – 91
2024
Q1 		$494K Buy
6,183
+753
+14% +$57.6K 0.3% 53
2023
Q4 		$409K Hold
5,430
– – 0.3% 53
2023
Q3 		$374K Buy
5,430
+223
+4% +$16K 0.3% 56
2023
Q2 		$378K Hold
5,207
– – 0.29% 57
2023
Q1 		$372K Hold
5,207
– – 0.31% 54
2022
Q4 		$342K Buy
+5,207
New +$326K 0.32% 57

Other funds holding EFA

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Ted Buchan & Co's EFA Position: Q3 2026 in Review

Ted Buchan & Co increased its iShares MSCI EAFE ETF (EFA) stake by 0.92% in Q3 2026, buying an estimated $171K and bringing the position to 176,544 shares worth $18.3M. The position accounts for 6.05% of the portfolio, ranked #2.

Ted Buchan & Co first reported a position in EFA in Q4 2022 and has held it in 12 quarters since. 969 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Ted Buchan & Co held 176,544 shares of iShares MSCI EAFE ETF worth $18.3M as of Q3 2026.
  • Ted Buchan & Co bought 1,613 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $171K.
  • iShares MSCI EAFE ETF made up 6.05% of Ted Buchan & Co's portfolio in Q3 2026, its #2 holding.
  • Ted Buchan & Co first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 12 quarters since.
  • 969 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.