WP Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $254K | Sell |
2,444
-3,018
| -55% | -$310K | 0.06% | 104 |
|
|
2026
Q1 | $530K | Sell |
5,462
-183
| -3% | -$18.3K | 0.14% | 77 |
|
|
2025
Q4 | $542K | Buy |
5,645
+1,025
| +22% | +$97.2K | 0.14% | 71 |
|
|
2025
Q3 | $431K | Hold |
4,620
| – | – | 0.11% | 85 |
|
|
2025
Q2 | $413K | Buy |
4,620
+80
| +2% | +$6.83K | 0.11% | 81 |
|
|
2025
Q1 | $371K | Hold |
4,540
| – | – | 0.12% | 81 |
|
|
2024
Q4 | $343K | Buy |
4,540
+63
| +1% | +$4.99K | 0.11% | 79 |
|
|
2024
Q3 | $374K | Sell |
4,477
-829
| -16% | -$66.7K | 0.14% | 77 |
|
|
2024
Q2 | $416K | Buy |
5,306
+94
| +2% | +$7.45K | 0.13% | 82 |
|
|
2024
Q1 | $416K | Sell |
5,212
-391
| -7% | -$29.9K | 0.14% | 82 |
|
|
2023
Q4 | $422K | Buy |
5,603
+68
| +1% | +$4.81K | 0.16% | 76 |
|
|
2023
Q3 | $381K | Hold |
5,535
| – | – | 0.16% | 76 |
|
|
2023
Q2 | $401K | Buy |
5,535
+97
| +2% | +$7.04K | 0.16% | 74 |
|
|
2023
Q1 | $389K | Hold |
5,438
| – | – | 0.16% | 76 |
|
|
2022
Q4 | $357K | Buy |
5,438
+23
| +0.4% | +$1.44K | 0.16% | 78 |
|
|
2022
Q3 | $303K | Hold |
5,415
| – | – | 0.14% | 84 |
|
|
2022
Q2 | $338K | Buy |
5,415
+128
| +2% | +$8.71K | 0.15% | 86 |
|
|
2022
Q1 | $389K | Sell |
5,287
-624
| -11% | -$46.7K | 0.16% | 81 |
|
|
2021
Q4 | $465K | Buy |
5,911
+103
| +2% | +$8.16K | 0.19% | 76 |
|
|
2021
Q3 | $453K | Hold |
5,808
| – | – | 0.19% | 79 |
|
|
2021
Q2 | $458K | Buy |
5,808
+73
| +1% | +$5.8K | 0.19% | 76 |
|
|
2021
Q1 | $435K | Sell |
5,735
-466
| -8% | -$35.1K | 0.19% | 72 |
|
|
2020
Q4 | $452K | Buy |
6,201
+56
| +0.9% | +$3.83K | 0.22% | 63 |
|
|
2020
Q3 | $391K | Hold |
6,145
| – | – | 0.24% | 57 |
|
|
2020
Q2 | $374K | Buy |
6,145
+534
| +10% | +$30.9K | 0.26% | 43 |
|
|
2020
Q1 | $300K | Sell |
5,611
-529
| -9% | -$33.6K | 0.29% | 36 |
|
|
2019
Q4 | $426K | Buy |
6,140
+63
| +1% | +$4.25K | 0.44% | 34 |
|
|
2019
Q3 | $396K | Sell |
6,077
-252
| -4% | -$16.2K | 0.45% | 32 |
|
|
2019
Q2 | $416K | Buy |
6,329
+70
| +1% | +$4.58K | 0.46% | 34 |
|
|
2019
Q1 | $406K | Hold |
6,259
| – | – | 0.44% | 33 |
|
|
2018
Q4 | $368K | Buy |
6,259
+16
| +0.3% | +$999 | 0.36% | 35 |
|
|
2018
Q3 | $424K | Hold |
6,243
| – | – | 0.39% | 32 |
|
|
2018
Q2 | $418K | Buy |
6,243
+116
| +2% | +$8.13K | 0.39% | 32 |
|
|
2018
Q1 | $427K | Hold |
6,127
| – | – | 0.46% | 27 |
|
|
2017
Q4 | $431K | Buy |
6,127
+59
| +1% | +$4.1K | 0.42% | 31 |
|
|
2017
Q3 | $416K | Hold |
6,068
| – | – | 0.31% | 40 |
|
|
2017
Q2 | $396K | Buy |
6,068
+79
| +1% | +$5.11K | 0.29% | 43 |
|
|
2017
Q1 | $373K | Buy |
5,989
+663
| +12% | +$40.1K | 0.23% | 43 |
|
|
2016
Q4 | $307K | Buy |
+5,326
| New | +$307K | 0.21% | 46 |
|
Other funds holding EFA
NMIMC
WP Advisors's EFA Position: Q2 2026 in Review
WP Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 55% in Q2 2026, selling an estimated $310K and leaving 2,444 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #104.
WP Advisors first reported a position in EFA in Q4 2016 and has held it in 39 quarters since. The position peaked at $542K in Q4 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.
- WP Advisors held 2,444 shares of iShares MSCI EAFE ETF worth $254K as of Q2 2026.
- WP Advisors sold 3,018 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $310K.
- iShares MSCI EAFE ETF made up 0.06% of WP Advisors's portfolio in Q2 2026, its #104 holding.
- WP Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 39 quarters since.
- WP Advisors's iShares MSCI EAFE ETF position peaked at $542K in Q4 2025.
- 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.
Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.