RW
EFA icon

Rede Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Rede Wealth’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
2025
Q2 		– Sell
-2,452
Closed -$200K – 107
2025
Q1 		$200K Buy
+2,452
New +$198K 0.07% 105
2024
Q4 		– Sell
-3,291
Closed -$275K – 104
2024
Q3 		$275K Hold
3,291
– – 0.11% 88
2024
Q2 		$258K Sell
3,291
-375
-10% -$29.7K 0.24% 89
2024
Q1 		$293K Sell
3,666
-114
-3% -$8.72K 0.12% 79
2023
Q4 		$285K Sell
3,780
-460
-11% -$32.5K 0.14% 72
2023
Q3 		$292K Sell
4,240
-2,219
-34% -$159K 0.15% 62
2023
Q2 		$468K Buy
6,459
+6
+0.1% +$436 0.22% 50
2023
Q1 		$462K Buy
6,453
+45
+0.7% +$3.15K 0.24% 50
2022
Q4 		$421K Sell
6,408
-451
-7% -$28.3K 0.22% 52
2022
Q3 		$385K Sell
6,859
-20
-0.3% -$1.25K 0.23% 54
2022
Q2 		$430K Sell
6,879
-349
-5% -$23.8K 0.25% 56
2022
Q1 		$532K Buy
7,228
+68
+0.9% +$5.09K 0.25% 51
2021
Q4 		$563K Sell
7,160
-55
-0.8% -$4.36K 0.28% 51
2021
Q3 		$563K Buy
7,215
+130
+2% +$10.4K 0.3% 52
2021
Q2 		$559K Sell
7,085
-28
-0.4% -$2.22K 0.3% 51
2021
Q1 		$540K Buy
7,113
+3,081
+76% +$232K 0.31% 44
2020
Q4 		$294K Buy
+4,032
New +$276K 0.2% 73

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rede Wealth's EFA Position: Q2 2025 in Review

Rede Wealth sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 2,452 shares — an estimated $200K sold.

Rede Wealth first reported a position in EFA in Q4 2020 and held it in 17 quarters. The position peaked at $563K in Q4 2021. 2,024 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Rede Wealth reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Rede Wealth sold 2,452 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $200K.
  • Rede Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 17 quarters.
  • Rede Wealth's iShares MSCI EAFE ETF position peaked at $563K in Q4 2021.
  • 2,024 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Rede Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.