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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
Q3 		$549K Sell
5,282
-6
-0.1% -$636 0.03% 215
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

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

YHB Investment Advisors's EFA Position: Q3 2026 in Review

YHB Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 0.11% in Q3 2026, selling an estimated $636 and leaving 5,282 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #215.

YHB Investment Advisors first reported a position in EFA in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.92M in Q4 2021. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • YHB Investment Advisors held 5,282 shares of iShares MSCI EAFE ETF worth $549K as of Q3 2026.
  • YHB Investment Advisors sold 6 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $636.
  • iShares MSCI EAFE ETF made up 0.03% of YHB Investment Advisors's portfolio in Q3 2026, its #215 holding.
  • YHB Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2020 and has held it in 25 quarters since.
  • YHB Investment Advisors's iShares MSCI EAFE ETF position peaked at $1.92M in Q4 2021.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.