Yardley Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Yardley Wealth Management’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	$925K	Hold	8,905	–	–	0.4%	24
2026 Q2	$925K	Hold	8,905	–	–	0.42%	21
2026 Q1	$865K	Sell	8,905 -196	-2%	-$19.6K	0.44%	20
2025 Q4	$874K	Sell	9,101 -140	-2%	-$13.3K	0.46%	20
2025 Q3	$863K	Hold	9,241	–	–	0.48%	20
2025 Q2	$826K	Hold	9,241	–	–	0.45%	21
2025 Q1	$755K	Sell	9,241 -16,071	-63%	-$1.3M	0.44%	21
2024 Q4	$1.97M	Buy	25,312 +16,071	+174%	+$1.27M	0.96%	18
2024 Q3	$773K	Buy	+9,241	New	+$744K	0.46%	22

Other funds holding EFA

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Yardley Wealth Management's EFA Position: Q3 2026 in Review

Yardley Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 8,905 shares worth $925K. The position accounts for 0.4% of the portfolio, ranked #24.

Yardley Wealth Management first reported a position in EFA in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.97M in Q4 2024. 1,442 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Yardley Wealth Management held 8,905 shares of iShares MSCI EAFE ETF worth $925K as of Q3 2026.
Yardley Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
iShares MSCI EAFE ETF made up 0.4% of Yardley Wealth Management's portfolio in Q3 2026, its #24 holding.
Yardley Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 9 quarters since.
Yardley Wealth Management's iShares MSCI EAFE ETF position peaked at $1.97M in Q4 2024.
1,442 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.