Weaver Consulting Group
EFA icon

Weaver Consulting Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Weaver Consulting Group’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 		$527K Buy
5,076
+102
+2% +$10.8K 0.1% 172
2026
Q2 		$517K Buy
+4,974
New +$512K 0.11% 166
2020
Q4 		– Sell
-811
Closed -$52K – 352
2020
Q3 		$52K Hold
811
– – 0.03% 260
2020
Q2 		$49K Sell
811
-1,285
-61% -$74.3K 0.03% 260
2020
Q1 		$112K Sell
2,096
-533
-20% -$33.8K 0.07% 151
2019
Q4 		$171K Hold
2,629
– – 0.09% 124
2019
Q3 		$171K Buy
2,629
+300
+13% +$19.3K 0.09% 117
2019
Q2 		$153K Buy
2,329
+272
+13% +$17.8K 0.08% 118
2019
Q1 		$135K Buy
+2,057
New +$130K 0.04% 267

Other funds holding EFA

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 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
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
First Horizon Corporation
First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Weaver Consulting Group's EFA Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares MSCI EAFE ETF (EFA) stake by 2.1% in Q3 2026, buying an estimated $10.8K and bringing the position to 5,076 shares worth $527K. The position accounts for 0.1% of the portfolio, ranked #172.

Weaver Consulting Group first reported a position in EFA in Q1 2019 and has held it in 9 quarters since. 834 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Weaver Consulting Group held 5,076 shares of iShares MSCI EAFE ETF worth $527K as of Q3 2026.
  • Weaver Consulting Group bought 102 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $10.8K.
  • iShares MSCI EAFE ETF made up 0.1% of Weaver Consulting Group's portfolio in Q3 2026, its #172 holding.
  • Weaver Consulting Group first reported a position in iShares MSCI EAFE ETF in Q1 2019 and has held it in 9 quarters since.
  • 834 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.