Trinity Financial Advisors
EFA icon

Trinity Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Trinity Financial Advisors’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 		$2.12M Sell
20,412
-200
-1% -$21.2K 0.55% 27
2026
Q2 		$2.14M Buy
20,612
+41
+0.2% +$4.22K 0.55% 28
2026
Q1 		$2M Sell
20,571
-1,745
-8% -$175K 0.57% 28
2025
Q4 		$2.14M Buy
22,316
+70
+0.3% +$6.64K 0.6% 31
2025
Q3 		$2.08M Hold
22,246
– – 0.6% 32
2025
Q2 		$1.99M Buy
22,246
+3,567
+19% +$305K 0.61% 32
2025
Q1 		$1.5M Sell
18,679
-185
-1% -$14.9K 0.54% 28
2024
Q4 		$1.42M Buy
18,864
+2,308
+14% +$183K 0.54% 28
2024
Q3 		$1.1M Sell
16,556
-1,000
-6% -$80.5K 0.49% 27
2024
Q2 		$1.38M Buy
17,556
+51
+0.3% +$4.04K 0.62% 25
2024
Q1 		$1.4M Sell
17,505
-1,825
-9% -$140K 0.63% 23
2023
Q4 		$1.46M Sell
19,330
-1,168
-6% -$82.6K 0.71% 20
2023
Q3 		$1.41M Sell
20,498
-875
-4% -$62.7K 0.75% 20
2023
Q2 		$1.55M Buy
21,373
+898
+4% +$65.2K 0.83% 18
2023
Q1 		$1.46M Hold
20,475
– – 0.9% 15
2022
Q4 		$1.34M Sell
20,475
-2,473
-11% -$155K 0.88% 17
2022
Q3 		$1.28M Sell
22,948
-216
-0.9% -$13.5K 0.93% 18
2022
Q2 		$1.45M Sell
23,164
-5,320
-19% -$362K 1.07% 16
2022
Q1 		$2.1M Buy
28,484
+4,023
+16% +$301K 1.31% 13
2021
Q4 		$1.92M Sell
24,461
-24,803
-50% -$1.96M 1.14% 13
2021
Q3 		$7.55M Buy
49,264
+1,467
+3% +$117K 5.05% 4
2021
Q2 		$7.26M Sell
47,797
-4,954
-9% -$394K 5.09% 4
2021
Q1 		$7.28M Buy
52,751
+32,449
+160% +$2.44M 5.63% 5
2020
Q4 		$1.48M Buy
+20,302
New +$1.39M 1.34% 15

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
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
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 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

Trinity Financial Advisors's EFA Position: Q3 2026 in Review

Trinity Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.97% in Q3 2026, selling an estimated $21.2K and leaving 20,412 shares worth $2.12M. The position accounts for 0.55% of the portfolio, ranked #27.

Trinity Financial Advisors first reported a position in EFA in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.55M in Q3 2021. 1,080 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Trinity Financial Advisors held 20,412 shares of iShares MSCI EAFE ETF worth $2.12M as of Q3 2026.
  • Trinity Financial Advisors sold 200 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $21.2K.
  • iShares MSCI EAFE ETF made up 0.55% of Trinity Financial Advisors's portfolio in Q3 2026, its #27 holding.
  • Trinity Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 24 quarters since.
  • Trinity Financial Advisors's iShares MSCI EAFE ETF position peaked at $7.55M in Q3 2021.
  • 1,080 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.