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BOLTON SECURITIES CORPORATION’s iShares MSCI EAFE ETF EFA Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$271K Hold
2,605
– – 0.01% 793
2026
Q2 		$271K Sell
2,605
-168
-6% -$17.3K 0.01% 800
2026
Q1 		$269K Buy
+2,773
New +$277K 0.01% 721
2025
Q3 		$154K Buy
+1,644
New +$149K 0.01% 821
2025
Q1 		$133K Buy
+1,629
New +$131K 0.01% 787

Other funds holding EFA

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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

BOLTON SECURITIES CORPORATION's EFA Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 2,605 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #793.

BOLTON SECURITIES CORPORATION first reported a position in EFA in Q1 2025 and has held it in 5 quarters since. 1,771 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,605 shares of iShares MSCI EAFE ETF worth $271K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #793 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,771 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.