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RAM Investment Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

RAM Investment Partners’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 		$316K Buy
3,041
+162
+6% +$16.7K 0.05% 91
2026
Q1 		$280K Buy
2,879
+275
+11% +$27.5K 0.05% 94
2025
Q4 		$250K Buy
2,604
+432
+20% +$41K 0.05% 90
2025
Q3 		$203K Buy
+2,172
New +$197K 0.04% 102

Other funds holding EFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RAM Investment Partners's EFA Position: Q2 2026 in Review

RAM Investment Partners increased its iShares MSCI EAFE ETF (EFA) stake by 5.6% in Q2 2026, buying an estimated $16.7K and bringing the position to 3,041 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #91.

RAM Investment Partners first reported a position in EFA in Q3 2025 and has held it in 4 quarters since. 1,168 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • RAM Investment Partners held 3,041 shares of iShares MSCI EAFE ETF worth $316K as of Q2 2026.
  • RAM Investment Partners bought 162 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $16.7K.
  • iShares MSCI EAFE ETF made up 0.05% of RAM Investment Partners's portfolio in Q2 2026, its #91 holding.
  • RAM Investment Partners first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,168 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.