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Toth Financial Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Toth Financial Advisory’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 		$34.8K Hold
335
– – ﹤0.01% 426
2026
Q2 		$34.8K Sell
335
-91
-21% -$9.36K ﹤0.01% 428
2026
Q1 		$41.4K Hold
426
– – ﹤0.01% 381
2025
Q4 		$40.9K Buy
+426
New +$40.4K ﹤0.01% 384
2022
Q3 		– Sell
-16
Closed -$1K – 753
2022
Q2 		$1K Sell
16
-118
-88% -$8.03K ﹤0.01% 639
2022
Q1 		$10K Sell
134
-19
-12% -$1.42K ﹤0.01% 472
2021
Q4 		$12K Buy
153
+46
+43% +$3.64K ﹤0.01% 472
2021
Q3 		$8K Sell
107
-43
-29% -$3.44K ﹤0.01% 507
2021
Q2 		$12K Buy
150
+118
+369% +$9.37K ﹤0.01% 436
2021
Q1 		$2K Buy
+32
New +$2.41K ﹤0.01% 583
2020
Q3 		– Sell
-15
Closed -$1K – 563
2020
Q2 		$1K Buy
+15
New +$867 ﹤0.01% 501
2019
Q3 		– Sell
-400
Closed -$26K – 476
2019
Q2 		$26K Hold
400
– – 0.01% 256
2019
Q1 		$26K Hold
400
– – 0.01% 245
2018
Q4 		$24K Hold
400
– – 0.01% 226
2018
Q3 		$27K Hold
400
– – 0.01% 237
2018
Q2 		$27K Hold
400
– – 0.01% 246
2018
Q1 		$28K Hold
400
– – 0.01% 241
2017
Q4 		$28K Buy
+400
New +$27.8K 0.01% 249

Other funds holding EFA

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Toth Financial Advisory's EFA Position: Q3 2026 in Review

Toth Financial Advisory held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 335 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Toth Financial Advisory first reported a position in EFA in Q4 2017 and has held it in 18 quarters since. The position peaked at $41.4K in Q1 2026. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Toth Financial Advisory held 335 shares of iShares MSCI EAFE ETF worth $34.8K as of Q3 2026.
  • Toth Financial Advisory left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #426 holding.
  • Toth Financial Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 18 quarters since.
  • Toth Financial Advisory's iShares MSCI EAFE ETF position peaked at $41.4K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.