Frank Rimerman Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Frank Rimerman 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 Q1	$1.86M	Sell	19,194 -267	-1%	-$26.7K	0.12%	135
2025 Q4	$1.87M	Hold	19,461	–	–	0.12%	137
2025 Q3	$1.82M	Hold	19,461	–	–	0.12%	135
2025 Q2	$1.74M	Buy	19,461 +1	+0%	+$85	0.12%	136
2025 Q1	$1.59M	Hold	19,460	–	–	0.13%	131
2024 Q4	$1.47M	Hold	19,460	–	–	0.11%	140
2024 Q3	$1.63M	Hold	19,460	–	–	0.12%	142
2024 Q2	$1.52M	Sell	19,460 -501	-3%	-$39.7K	0.11%	151
2024 Q1	$1.59M	Hold	19,961	–	–	0.31%	39
2023 Q4	$1.5M	Buy	19,961 +796	+4%	+$56.3K	0.31%	37
2023 Q3	$1.32M	Hold	19,165	–	–	0.32%	37
2023 Q2	$1.39M	Sell	19,165 -372	-2%	-$27K	0.33%	36
2023 Q1	$1.4M	Buy	19,537 +50	+0.3%	+$3.5K	0.39%	37
2022 Q4	$1.28M	Hold	19,487	–	–	0.4%	35
2022 Q3	$1.09M	Hold	19,487	–	–	0.39%	36
2022 Q2	$1.22M	Sell	19,487 -1,269	-6%	-$86.4K	0.47%	29
2022 Q1	$1.53M	Sell	20,756 -700	-3%	-$52.4K	0.49%	28
2021 Q4	$1.69M	Hold	21,456	–	–	0.57%	25
2021 Q3	$1.67M	Hold	21,456	–	–	0.65%	24
2021 Q2	$1.69M	Sell	21,456 -3,552	-14%	-$282K	0.66%	23
2021 Q1	$1.9M	Hold	25,008	–	–	0.84%	21
2020 Q4	$1.82M	Buy	+25,008	New	+$1.71M	0.83%	23

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Frank Rimerman Advisors's EFA Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q1 2026, selling an estimated $26.7K and leaving 19,194 shares worth $1.86M. The position accounts for 0.12% of the portfolio, ranked #135.

Frank Rimerman Advisors first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.9M in Q1 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Frank Rimerman Advisors held 19,194 shares of iShares MSCI EAFE ETF worth $1.86M as of Q1 2026.
Frank Rimerman Advisors sold 267 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $26.7K.
iShares MSCI EAFE ETF made up 0.12% of Frank Rimerman Advisors's portfolio in Q1 2026, its #135 holding.
Frank Rimerman Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
Frank Rimerman Advisors's iShares MSCI EAFE ETF position peaked at $1.9M in Q1 2021.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.