REDW Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $357K | Sell |
3,675
-302
| -8% | -$30.2K | 0.14% | 75 |
|
|
2025
Q4 | $382K | Hold |
3,977
| – | – | 0.15% | 70 |
|
|
2025
Q3 | $371K | Buy |
3,977
+125
| +3% | +$11.4K | 0.14% | 71 |
|
|
2025
Q2 | $344K | Hold |
3,852
| – | – | 0.14% | 73 |
|
|
2025
Q1 | $315K | Sell |
3,852
-162
| -4% | -$13.1K | 0.12% | 76 |
|
|
2024
Q4 | $303K | Buy |
4,014
+807
| +25% | +$63.9K | 0.11% | 79 |
|
|
2024
Q3 | $268K | Hold |
3,207
| – | – | 0.07% | 138 |
|
|
2024
Q2 | $251K | Hold |
3,207
| – | – | 0.07% | 138 |
|
|
2024
Q1 | $256K | Hold |
3,207
| – | – | 0.07% | 136 |
|
|
2023
Q4 | $242K | Sell |
3,207
-18
| -0.6% | -$1.27K | 0.07% | 135 |
|
|
2023
Q3 | $222K | Hold |
3,225
| – | – | 0.07% | 128 |
|
|
2023
Q2 | $234K | Hold |
3,225
| – | – | 0.07% | 131 |
|
|
2023
Q1 | $231K | Sell |
3,225
-331
| -9% | -$23.2K | 0.07% | 126 |
|
|
2022
Q4 | $233K | Buy |
+3,556
| New | +$223K | 0.08% | 119 |
|
|
2022
Q3 | – | Sell |
-3,539
| Closed | -$221K | – | 113 |
|
|
2022
Q2 | $221K | Sell |
3,539
-84
| -2% | -$5.72K | 0.08% | 108 |
|
|
2022
Q1 | $267K | Sell |
3,623
-33
| -0.9% | -$2.47K | 0.08% | 104 |
|
|
2021
Q4 | $288K | Hold |
3,656
| – | – | 0.08% | 92 |
|
|
2021
Q3 | $285K | Sell |
3,656
-2
| -0.1% | -$160 | 0.09% | 89 |
|
|
2021
Q2 | $289K | Hold |
3,658
| – | – | 0.09% | 87 |
|
|
2021
Q1 | $278K | Sell |
3,658
-131
| -3% | -$9.86K | 0.09% | 84 |
|
|
2020
Q4 | $276K | Sell |
3,789
-132
| -3% | -$9.03K | 0.1% | 74 |
|
|
2020
Q3 | $250K | Hold |
3,921
| – | – | 0.11% | 77 |
|
|
2020
Q2 | $239K | Sell |
3,921
-137
| -3% | -$7.92K | 0.12% | 74 |
|
|
2020
Q1 | $217K | Sell |
4,058
-356
| -8% | -$22.6K | 0.14% | 67 |
|
|
2019
Q4 | $307K | Sell |
4,414
-8
| -0.2% | -$540 | 0.17% | 58 |
|
|
2019
Q3 | $288K | Sell |
4,422
-140
| -3% | -$9.02K | 0.17% | 64 |
|
|
2019
Q2 | $300K | Sell |
4,562
-75
| -2% | -$4.91K | 0.18% | 60 |
|
|
2019
Q1 | $301K | Buy |
+4,637
| New | +$292K | 0.18% | 55 |
|
|
2018
Q4 | – | Sell |
-3,633
| Closed | -$247K | – | 83 |
|
|
2018
Q3 | $247K | Sell |
3,633
-1,753
| -33% | -$118K | 0.16% | 69 |
|
|
2018
Q2 | $361K | Buy |
5,386
+901
| +20% | +$63.2K | 0.26% | 46 |
|
|
2018
Q1 | $313K | Sell |
4,485
-98
| -2% | -$6.99K | 0.23% | 49 |
|
|
2017
Q4 | $322K | Sell |
4,583
-24
| -0.5% | -$1.67K | 0.25% | 49 |
|
|
2017
Q3 | $316K | Sell |
4,607
-400
| -8% | -$26.7K | 0.26% | 45 |
|
|
2017
Q2 | $326K | Sell |
5,007
-402
| -7% | -$26K | 0.32% | 42 |
|
|
2017
Q1 | $337K | Sell |
5,409
-827
| -13% | -$50K | 0.34% | 46 |
|
|
2016
Q4 | $360K | Buy |
+6,236
| New | +$360K | 0.41% | 41 |
|
Other funds holding EFA
NMIMC
REDW Wealth's EFA Position: Q1 2026 in Review
REDW Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 7.6% in Q1 2026, selling an estimated $30.2K and leaving 3,675 shares worth $357K. The position accounts for 0.14% of the portfolio, ranked #75.
REDW Wealth first reported a position in EFA in Q4 2016 and has held it in 36 quarters since. The position peaked at $382K in Q4 2025. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- REDW Wealth held 3,675 shares of iShares MSCI EAFE ETF worth $357K as of Q1 2026.
- REDW Wealth sold 302 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $30.2K.
- iShares MSCI EAFE ETF made up 0.14% of REDW Wealth's portfolio in Q1 2026, its #75 holding.
- REDW Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 36 quarters since.
- REDW Wealth's iShares MSCI EAFE ETF position peaked at $382K in Q4 2025.
- 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.