West Wealth Group
EFA icon

West Wealth Group’s iShares MSCI EAFE ETF EFA Stock Holding History

West Wealth 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 		$283K Buy
2,722
+578
+27% +$61.2K 0.04% 122
2026
Q2 		$223K Buy
2,144
+33
+2% +$3.39K 0.04% 132
2026
Q1 		$205K Sell
2,111
-561
-21% -$56.1K 0.04% 128
2025
Q4 		$257K Buy
2,672
+47
+2% +$4.46K 0.05% 107
2025
Q3 		$246K Buy
+2,625
New +$239K 0.06% 110

Other funds holding EFA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

West Wealth Group's EFA Position: Q3 2026 in Review

West Wealth Group increased its iShares MSCI EAFE ETF (EFA) stake by 27% in Q3 2026, buying an estimated $61.2K and bringing the position to 2,722 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #122.

West Wealth Group first reported a position in EFA in Q3 2025 and has held it in 5 quarters since. 1,632 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • West Wealth Group held 2,722 shares of iShares MSCI EAFE ETF worth $283K as of Q3 2026.
  • West Wealth Group bought 578 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $61.2K.
  • iShares MSCI EAFE ETF made up 0.04% of West Wealth Group's portfolio in Q3 2026, its #122 holding.
  • West Wealth Group first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,632 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.