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

Realta 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 		$81.2K Sell
782
-108
-12% -$11.1K 0.03% 250
2026
Q1 		$86.4K Hold
890
– – 0.03% 232
2025
Q4 		$85.5K Buy
+890
New +$84.4K 0.03% 227
2025
Q1 		– Sell
-154
Closed -$11.7K – 331
2024
Q4 		$11.7K Sell
154
-416
-73% -$32.9K ﹤0.01% 294
2024
Q3 		$47K Sell
570
-1,967
-78% -$158K 0.02% 245
2024
Q2 		$199K Buy
2,537
+400
+19% +$31.7K 0.04% 396
2024
Q1 		$171K Buy
+2,137
New +$163K 0.04% 421
2023
Q4 		– Sell
-2,400
Closed -$174K – 503
2023
Q3 		$174K Hold
2,400
– – 0.04% 400
2023
Q2 		$174K Buy
+2,400
New +$174K 0.04% 418
2023
Q1 		– Sell
-3,288
Closed -$216K – 504
2022
Q4 		$216K Buy
3,288
+2,018
+159% +$126K 0.05% 372
2022
Q3 		$71K Buy
+1,270
New +$79.2K 0.02% 495
2020
Q1 		– Sell
-3,582
Closed -$244K – 587
2019
Q4 		$244K Buy
3,582
+2,831
+377% +$191K 0.07% 297
2019
Q3 		$49K Buy
751
+488
+186% +$31.4K 0.01% 678
2019
Q2 		$17K Hold
263
– – ﹤0.01% 988
2019
Q1 		$17K Buy
+263
New +$16.6K 0.01% 792

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

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

Realta Investment Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 12% in Q2 2026, selling an estimated $11.1K and leaving 782 shares worth $81.2K. The position accounts for 0.03% of the portfolio, ranked #250.

Realta Investment Advisors first reported a position in EFA in Q1 2019 and has held it in 15 quarters since. The position peaked at $244K in Q4 2019. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Realta Investment Advisors held 782 shares of iShares MSCI EAFE ETF worth $81.2K as of Q2 2026.
  • Realta Investment Advisors sold 108 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $11.1K.
  • iShares MSCI EAFE ETF made up 0.03% of Realta Investment Advisors's portfolio in Q2 2026, its #250 holding.
  • Realta Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2019 and has held it in 15 quarters since.
  • Realta Investment Advisors's iShares MSCI EAFE ETF position peaked at $244K in Q4 2019.
  • 2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.