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YHB Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

YHB Investment Advisors’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
Q2 		$549K Sell
5,288
-25
-0.5% -$2.57K 0.04% 210
2026
Q1 		$516K Sell
5,313
-251
-5% -$25.1K 0.04% 212
2025
Q4 		$534K Hold
5,564
– – 0.04% 212
2025
Q3 		$520K Sell
5,564
-162
-3% -$14.7K 0.04% 206
2025
Q2 		$512K Buy
5,726
+224
+4% +$19.1K 0.04% 206
2025
Q1 		$450K Buy
5,502
+30
+0.5% +$2.42K 0.04% 213
2024
Q4 		$414K Sell
5,472
-75
-1% -$5.94K 0.03% 209
2024
Q3 		$464K Hold
5,547
– – 0.04% 207
2024
Q2 		$435K Sell
5,547
-89
-2% -$7.05K 0.04% 206
2024
Q1 		$450K Sell
5,636
-130
-2% -$9.94K 0.04% 203
2023
Q4 		$434K Sell
5,766
-75
-1% -$5.3K 0.04% 197
2023
Q3 		$403K Hold
5,841
– – 0.04% 201
2023
Q2 		$423K Buy
5,841
+581
+11% +$42.2K 0.04% 199
2023
Q1 		$376K Sell
5,260
-225
-4% -$15.7K 0.04% 210
2022
Q4 		$360K Sell
5,485
-491
-8% -$30.8K 0.04% 206
2022
Q3 		$335K Sell
5,976
-213
-3% -$13.3K 0.04% 212
2022
Q2 		$387K Sell
6,189
-1,182
-16% -$80.4K 0.04% 206
2022
Q1 		$543K Sell
7,371
-16,990
-70% -$1.27M 0.05% 193
2021
Q4 		$1.92M Buy
24,361
+4,231
+21% +$335K 0.15% 133
2021
Q3 		$1.57M Buy
20,130
+578
+3% +$46.2K 0.14% 143
2021
Q2 		$1.54M Buy
19,552
+242
+1% +$19.2K 0.13% 146
2021
Q1 		$1.53M Buy
19,310
+417
+2% +$31.4K 0.13% 143
2020
Q4 		$1.38M Buy
18,893
+671
+4% +$45.9K 0.13% 144
2020
Q3 		$1.16M Buy
+18,222
New +$1.17M 0.13% 144

Other funds holding EFA

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

YHB Investment Advisors's EFA Position: Q2 2026 in Review

YHB Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.47% in Q2 2026, selling an estimated $2.57K and leaving 5,288 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #210.

YHB Investment Advisors first reported a position in EFA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.92M in Q4 2021. 877 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • YHB Investment Advisors held 5,288 shares of iShares MSCI EAFE ETF worth $549K as of Q2 2026.
  • YHB Investment Advisors sold 25 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.57K.
  • iShares MSCI EAFE ETF made up 0.04% of YHB Investment Advisors's portfolio in Q2 2026, its #210 holding.
  • YHB Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's iShares MSCI EAFE ETF position peaked at $1.92M in Q4 2021.
  • 877 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.