Rakuten Investment Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Rakuten Investment 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 Q1	$14.5M	Buy	155,888 +77,944	+100%	+$7.8M	0.03%	120
2025 Q4	$7.25M	Hold	77,944	–	–	0.02%	214
2025 Q3	$7.25M	Buy	+77,944	New	+$7.09M	0.03%	196
2025 Q1	$7.11M	Buy	+86,228	New	+$6.95M	0.03%	152
2024 Q3	$6.29M	Hold	74,893	–	–	0.04%	91
2024 Q2	$5.86M	Hold	74,893	–	–	0.04%	72
2024 Q1	$5.98M	Hold	74,893	–	–	0.04%	50
2023 Q4	$5.64M	Hold	74,893	–	–	0.05%	16
2023 Q3	$5.18M	Hold	74,893	–	–	0.05%	15
2023 Q2	$5.36M	Sell	74,893 -3,100	-4%	-$225K	0.06%	15
2023 Q1	$5.55M	Hold	77,993	–	–	0.07%	15
2022 Q4	$5.17M	Hold	77,993	–	–	0.07%	15
2022 Q3	$4.38M	Buy	77,993 +4,300	+6%	+$268K	0.07%	15
2022 Q2	$4.63M	Hold	73,693	–	–	0.08%	13
2022 Q1	$5.52M	Buy	73,693 +8,000	+12%	+$598K	0.09%	12
2021 Q4	$5.2M	Hold	65,693	–	–	0.09%	11
2021 Q3	$5.15M	Hold	65,693	–	–	0.11%	11
2021 Q2	$5.22M	Hold	65,693	–	–	0.13%	11
2021 Q1	$5.01M	Sell	65,693 -2,600	-4%	-$196K	0.16%	9
2020 Q4	$5.01M	Sell	68,293 -1,300	-2%	-$88.9K	0.2%	9
2020 Q3	$4.45M	Hold	69,593	–	–	0.23%	7
2020 Q2	$4.24M	Hold	69,593	–	–	0.28%	8
2020 Q1	$3.75M	Buy	69,593 +5,600	+9%	+$355K	0.34%	7
2019 Q4	$4.46M	Buy	+63,993	New	+$4.32M	0.42%	8

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

Rakuten Investment Management's EFA Position: Q1 2026 in Review

Rakuten Investment Management increased its iShares MSCI EAFE ETF (EFA) stake by 100% in Q1 2026, buying an estimated $7.8M and bringing the position to 155,888 shares worth $14.5M. The position accounts for 0.03% of the portfolio, ranked #120.

Rakuten Investment Management first reported a position in EFA in Q4 2019 and has held it in 24 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Rakuten Investment Management held 155,888 shares of iShares MSCI EAFE ETF worth $14.5M as of Q1 2026.
Rakuten Investment Management bought 77,944 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $7.8M.
iShares MSCI EAFE ETF made up 0.03% of Rakuten Investment Management's portfolio in Q1 2026, its #120 holding.
Rakuten Investment Management first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.