WBH Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

WBH 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	$2.73M	Sell	26,276 -1,585	-6%	-$168K	0.18%	95
2026 Q2	$2.89M	Sell	27,861 -138	-0.5%	-$14.2K	0.19%	97
2026 Q1	$2.76M	Sell	27,999 -517	-2%	-$51.7K	0.21%	95
2025 Q4	$2.74M	Sell	28,516 -71	-0.2%	-$6.73K	0.2%	90
2025 Q3	$2.67M	Sell	28,587 -102	-0.4%	-$9.27K	0.2%	86
2025 Q2	$2.56M	Buy	28,689 +336	+1%	+$28.7K	0.22%	82
2025 Q1	$2.32M	Sell	28,353 -780	-3%	-$62.9K	0.22%	80
2024 Q4	$2.2M	Sell	29,133 -1,252	-4%	-$99.2K	0.2%	88
2024 Q3	$2.54M	Buy	30,385 +249	+0.8%	+$20K	0.24%	74
2024 Q2	$2.36M	Buy	30,136 +2	+0%	+$158	0.24%	76
2024 Q1	$2.41M	Sell	30,134 -529	-2%	-$40.5K	0.25%	76
2023 Q4	$2.31M	Sell	30,663 -3,504	-10%	-$248K	0.26%	73
2023 Q3	$2.35M	Sell	34,167 -1,402	-4%	-$100K	0.29%	73
2023 Q2	$2.58M	Sell	35,569 -2,180	-6%	-$158K	0.31%	70
2023 Q1	$2.7M	Buy	+37,749	New	+$2.64M	0.34%	71
2022 Q3	$1.64M	Buy	29,297 +24,543	+516%	+$1.53M	0.24%	96
2022 Q2	$292K	Buy	4,754 +1,840	+63%	+$125K	0.04%	250
2022 Q1	$202K	Buy	+2,914	New	+$218K	0.02%	308
2020 Q1	–	Sell	-2,911	Closed	-$202K	–	221
2019 Q4	$202K	Buy	+2,911	New	+$197K	0.04%	238

Other funds holding EFA

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

WBH Advisory's EFA Position: Q3 2026 in Review

WBH Advisory reduced its iShares MSCI EAFE ETF (EFA) stake by 5.7% in Q3 2026, selling an estimated $168K and leaving 26,276 shares worth $2.73M. The position accounts for 0.18% of the portfolio, ranked #95.

WBH Advisory first reported a position in EFA in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.89M in Q2 2026. 1,534 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

WBH Advisory held 26,276 shares of iShares MSCI EAFE ETF worth $2.73M as of Q3 2026.
WBH Advisory sold 1,585 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $168K.
iShares MSCI EAFE ETF made up 0.18% of WBH Advisory's portfolio in Q3 2026, its #95 holding.
WBH Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 19 quarters since.
WBH Advisory's iShares MSCI EAFE ETF position peaked at $2.89M in Q2 2026.
1,534 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.