World Equity Group
EFA icon

World Equity Group’s iShares MSCI EAFE ETF EFA Stock Holding History

World Equity 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 		$389K Sell
3,744
-3,332
-47% -$353K 0.16% 136
2026
Q2 		$735K Buy
7,076
+194
+3% +$20K 0.16% 141
2026
Q1 		$668K Sell
6,882
-384
-5% -$38.4K 0.17% 144
2025
Q4 		$698K Sell
7,266
-491
-6% -$46.6K 0.19% 127
2025
Q3 		$724K Sell
7,757
-55
-0.7% -$5K 0.16% 126
2025
Q2 		$698K Sell
7,812
-6,982
-47% -$596K 0.19% 121
2025
Q1 		$1.21M Buy
14,794
+7,204
+95% +$581K 0.35% 70
2024
Q4 		$574K Buy
7,590
+563
+8% +$44.6K 0.12% 174
2024
Q3 		$588K Sell
7,027
-2,337
-25% -$188K 0.21% 110
2024
Q2 		$733K Buy
+9,364
New +$742K 0.22% 120
2023
Q3 		– Sell
-10,235
Closed -$742K – 343
2023
Q2 		$742K Buy
10,235
+6,788
+197% +$493K 0.22% 118
2023
Q1 		$291K Sell
3,447
-4,211
-55% -$295K 0.04% 383
2022
Q4 		$503K Buy
7,658
+120
+2% +$7.52K 0.12% 176
2022
Q3 		$422K Buy
7,538
+561
+8% +$35K 0.11% 187
2022
Q2 		$436K Sell
6,977
-25,551
-79% -$1.74M 0.11% 205
2022
Q1 		$2.39M Buy
+32,528
New +$2.43M 0.52% 48

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
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
Ryan Investment Management
Ryan Investment Management Basalt, Colorado $239M AUM 16.47% 1-Year Est. Return

World Equity Group's EFA Position: Q3 2026 in Review

World Equity Group reduced its iShares MSCI EAFE ETF (EFA) stake by 47% in Q3 2026, selling an estimated $353K and leaving 3,744 shares worth $389K. The position accounts for 0.16% of the portfolio, ranked #136.

World Equity Group first reported a position in EFA in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.39M in Q1 2022. 718 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • World Equity Group held 3,744 shares of iShares MSCI EAFE ETF worth $389K as of Q3 2026.
  • World Equity Group sold 3,332 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $353K.
  • iShares MSCI EAFE ETF made up 0.16% of World Equity Group's portfolio in Q3 2026, its #136 holding.
  • World Equity Group first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 16 quarters since.
  • World Equity Group's iShares MSCI EAFE ETF position peaked at $2.39M in Q1 2022.
  • 718 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

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