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Wedmont Private Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Wedmont Private 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 		$2.22M Buy
21,573
+2,204
+11% +$233K 0.05% 189
2026
Q2 		$2.02M Sell
19,369
-999
-5% -$103K 0.06% 186
2026
Q1 		$2.08M Buy
20,368
+4,288
+27% +$429K 0.07% 162
2025
Q4 		$1.57M Buy
16,080
+595
+4% +$56.4K 0.05% 197
2025
Q3 		$1.46M Hold
15,485
– – 0.05% 208
2025
Q2 		$1.39M Sell
15,485
-373
-2% -$31.8K 0.06% 204
2025
Q1 		$1.25M Hold
15,858
– – 0.06% 193
2024
Q4 		$1.19M Sell
15,858
-1,005
-6% -$79.6K 0.06% 188
2024
Q3 		$1.38M Buy
16,863
+420
+3% +$33.8K 0.08% 159
2024
Q2 		$1.34M Buy
16,443
+380
+2% +$30.1K 0.08% 146
2024
Q1 		$1.27M Buy
16,063
+30
+0.2% +$2.29K 0.09% 144
2023
Q4 		$1.2M Buy
16,033
+374
+2% +$26.4K 0.1% 134
2023
Q3 		$1.07M Hold
15,659
– – 0.11% 114
2023
Q2 		$1.16M Buy
15,659
+6,399
+69% +$465K 0.12% 109
2023
Q1 		$666K Buy
9,260
+237
+3% +$16.6K 0.09% 171
2022
Q4 		$615K Sell
9,023
-698
-7% -$43.7K 0.09% 167
2022
Q3 		$544K Buy
9,721
+1,300
+15% +$81K 0.11% 150
2022
Q2 		$526K Hold
8,421
– – 0.11% 133
2022
Q1 		$628K Hold
8,421
– – 0.14% 117
2021
Q4 		$666K Buy
+8,421
New +$667K 0.21% 83

Other funds holding EFA

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Wedmont Private Capital's EFA Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares MSCI EAFE ETF (EFA) stake by 11% in Q3 2026, buying an estimated $233K and bringing the position to 21,573 shares worth $2.22M. The position accounts for 0.05% of the portfolio, ranked #189.

Wedmont Private Capital first reported a position in EFA in Q4 2021 and has held it in 20 quarters since. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Wedmont Private Capital held 21,573 shares of iShares MSCI EAFE ETF worth $2.22M as of Q3 2026.
  • Wedmont Private Capital bought 2,204 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $233K.
  • iShares MSCI EAFE ETF made up 0.05% of Wedmont Private Capital's portfolio in Q3 2026, its #189 holding.
  • Wedmont Private Capital first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.