Veracity Capital
EFA icon

Veracity Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Veracity Capital’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 		$2M Sell
19,205
-1,804
-9% -$191K 0.54% 31
2026
Q2 		$2.18M Buy
21,009
+1,803
+9% +$185K 0.59% 27
2026
Q1 		$1.87M Sell
19,206
-554
-3% -$55.4K 0.67% 23
2025
Q4 		$1.9M Buy
19,760
+2
+0% +$190 0.56% 28
2025
Q3 		$1.84M Sell
19,758
-331
-2% -$30.1K 0.59% 26
2025
Q2 		$1.8M Buy
20,089
+2
+0% +$171 0.61% 24
2025
Q1 		$1.64M Sell
20,087
-388
-2% -$31.3K 0.64% 23
2024
Q4 		$1.55M Sell
20,475
-18,540
-48% -$1.47M 0.56% 30
2024
Q3 		$3.26M Buy
39,015
+100
+0.3% +$8.05K 1.24% 10
2024
Q2 		$3.05M Buy
38,915
+17,631
+83% +$1.4M 1.27% 11
2024
Q1 		$1.7M Sell
21,284
-11,784
-36% -$901K 0.66% 25
2023
Q4 		$2.49M Sell
33,068
-2
-0% -$141 1% 15
2023
Q3 		$2.28M Buy
33,070
+532
+2% +$38.1K 1.06% 14
2023
Q2 		$2.36M Buy
32,538
+2
+0% +$145 1% 13
2023
Q1 		$2.33M Hold
32,536
– – 1.07% 14
2022
Q4 		$2.14M Hold
32,536
– – 1.02% 18
2022
Q3 		$1.82M Sell
32,536
-4,706
-13% -$293K 0.99% 18
2022
Q2 		$2.33M Sell
37,242
-13,296
-26% -$905K 1.24% 12
2022
Q1 		$3.72M Buy
50,538
+34,313
+211% +$2.57M 1.55% 10
2021
Q4 		$1.28M Buy
16,225
+12,356
+319% +$979K 0.51% 45
2021
Q3 		$302K Sell
3,869
-207,203
-98% -$16.6M 0.13% 175
2021
Q2 		$16.6M Buy
+211,072
New +$16.8M 3.86% 6
2020
Q2 		– Sell
-4,024
Closed -$215K – 214
2020
Q1 		$215K Sell
4,024
-13,914
-78% -$883K 0.06% 192
2019
Q4 		$1.25M Buy
+17,938
New +$1.21M 0.32% 83

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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
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Veracity Capital's EFA Position: Q3 2026 in Review

Veracity Capital reduced its iShares MSCI EAFE ETF (EFA) stake by 8.6% in Q3 2026, selling an estimated $191K and leaving 19,205 shares worth $2M. The position accounts for 0.54% of the portfolio, ranked #31.

Veracity Capital first reported a position in EFA in Q4 2019 and has held it in 24 quarters since. The position peaked at $16.6M in Q2 2021. 773 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Veracity Capital held 19,205 shares of iShares MSCI EAFE ETF worth $2M as of Q3 2026.
  • Veracity Capital sold 1,804 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $191K.
  • iShares MSCI EAFE ETF made up 0.54% of Veracity Capital's portfolio in Q3 2026, its #31 holding.
  • Veracity Capital first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
  • Veracity Capital's iShares MSCI EAFE ETF position peaked at $16.6M in Q2 2021.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.