Tilson Financial Group
EFA icon

Tilson Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Tilson Financial Group’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 		$770K Buy
7,414
+1,044
+16% +$111K 0.21% 48
2026
Q2 		$662K Buy
6,370
+70
+1% +$7.2K 0.18% 51
2026
Q1 		$612K Sell
6,300
-99
-2% -$9.9K 0.18% 49
2025
Q4 		$615K Sell
6,399
-122
-2% -$11.6K 0.19% 53
2025
Q3 		$609K Sell
6,521
-126
-2% -$11.5K 0.2% 49
2025
Q2 		$594K Sell
6,647
-30
-0.4% -$2.56K 0.22% 45
2025
Q1 		$546K Sell
6,677
-283
-4% -$22.8K 0.22% 50
2024
Q4 		$526K Hold
6,960
– – 0.21% 50
2024
Q3 		$582K Buy
+6,960
New +$560K 0.25% 45
2024
Q2 		– Sell
-6,527
Closed -$521K – 43
2024
Q1 		$521K Hold
6,527
– – 0.28% 49
2023
Q4 		$492K Sell
6,527
-369
-5% -$26.1K 0.32% 43
2023
Q3 		$475K Buy
+6,896
New +$494K 0.37% 44
2023
Q2 		– Sell
-7,518
Closed -$538K – 35
2023
Q1 		$538K Hold
7,518
– – 0.44% 39
2022
Q4 		$493K Buy
+7,518
New +$471K 0.42% 40

Other funds holding EFA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.87B AUM 14.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Tilson Financial Group's EFA Position: Q3 2026 in Review

Tilson Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 16% in Q3 2026, buying an estimated $111K and bringing the position to 7,414 shares worth $770K. The position accounts for 0.21% of the portfolio, ranked #48.

Tilson Financial Group first reported a position in EFA in Q4 2022 and has held it in 14 quarters since. 2,033 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Tilson Financial Group held 7,414 shares of iShares MSCI EAFE ETF worth $770K as of Q3 2026.
  • Tilson Financial Group bought 1,044 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $111K.
  • iShares MSCI EAFE ETF made up 0.21% of Tilson Financial Group's portfolio in Q3 2026, its #48 holding.
  • Tilson Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,033 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.