Twin Peaks Wealth Advisors’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
$214K Buy
+2,203
New +$220K 0.05% 174
2025
Q3
Sell
-534
Closed -$48.6K 712
2025
Q2
$48.6K Buy
+534
New +$45.6K 0.02% 353

Other funds holding EFA

Twin Peaks Wealth Advisors's EFA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2026: 2,203 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #174 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in EFA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in EFA in Q2 2025 and has held it in 2 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2,203 shares of iShares MSCI EAFE ETF worth $214K as of Q1 2026.
  • iShares MSCI EAFE ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #174 holding.
  • Twin Peaks Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 2 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.