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

Regal 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
Q1 		$2.15M Buy
22,126
+1,382
+7% +$138K 0.12% 190
2025
Q4 		$1.99M Buy
20,744
+4,262
+26% +$404K 0.12% 192
2025
Q3 		$1.54M Buy
16,482
+2,015
+14% +$183K 0.1% 208
2025
Q2 		$1.29M Buy
14,467
+2,911
+25% +$249K 0.1% 200
2025
Q1 		$945K Sell
11,556
-5,429
-32% -$438K 0.08% 228
2024
Q4 		$1.28M Sell
16,985
-1,570
-8% -$124K 0.1% 203
2024
Q3 		$1.55M Buy
18,555
+1,501
+9% +$121K 0.11% 198
2024
Q2 		$1.34M Buy
17,054
+734
+4% +$58.1K 0.09% 216
2024
Q1 		$1.3M Sell
16,320
-545
-3% -$41.7K 0.09% 217
2023
Q4 		$1.27M Buy
16,865
+1,877
+13% +$133K 0.1% 201
2023
Q3 		$1.03M Buy
14,988
+1,765
+13% +$126K 0.09% 206
2023
Q2 		$959K Buy
13,223
+2,703
+26% +$196K 0.08% 208
2023
Q1 		$752K Buy
10,520
+2,255
+27% +$158K 0.07% 228
2022
Q4 		$543K Sell
8,265
-34
-0.4% -$2.13K 0.05% 263
2022
Q3 		$465K Buy
8,299
+238
+3% +$14.8K 0.05% 280
2022
Q2 		$504K Sell
8,061
-500
-6% -$34K 0.05% 275
2022
Q1 		$630K Buy
8,561
+66
+0.8% +$4.94K 0.06% 277
2021
Q4 		$668K Buy
8,495
+174
+2% +$13.8K 0.06% 296
2021
Q3 		$649K Hold
8,321
– – 0.06% 298
2021
Q2 		$656K Buy
+8,321
New +$661K 0.07% 291
2021
Q1 		– Sell
-5,954
Closed -$434K – 126
2020
Q4 		$434K Buy
+5,954
New +$407K 0.05% 304
2020
Q3 		– Sell
-5,711
Closed -$348K – 48
2020
Q2 		$348K Buy
+5,711
New +$330K 0.06% 218
2020
Q1 		– Sell
-10,662
Closed -$740K – 90
2019
Q4 		$740K Buy
10,662
+688
+7% +$46.5K 0.13% 159
2019
Q3 		$650K Buy
9,974
+484
+5% +$31.2K 0.13% 165
2019
Q2 		$624K Buy
9,490
+1,508
+19% +$98.7K 0.12% 165
2019
Q1 		$518K Sell
7,982
-11,881
-60% -$749K 0.11% 183
2018
Q4 		$1.17M Sell
19,863
-13,721
-41% -$857K 0.26% 113
2018
Q3 		$2.28M Buy
33,584
+14,951
+80% +$1.01M 0.48% 59
2018
Q2 		$1.25M Sell
18,633
-8,020
-30% -$562K 0.38% 93
2018
Q1 		$1.86M Buy
26,653
+5,344
+25% +$381K 0.41% 78
2017
Q4 		$1.5M Sell
21,309
-431
-2% -$30K 0.33% 99
2017
Q3 		$1.49M Buy
21,740
+6,402
+42% +$428K 0.35% 96
2017
Q2 		$1M Sell
15,338
-8,865
-37% -$574K 0.25% 113
2017
Q1 		$1.51M Sell
24,203
-7,415
-23% -$448K 0.39% 87
2016
Q4 		$1.82M Buy
31,618
+5,403
+21% +$312K 0.5% 72
2016
Q3 		$1.55M Sell
26,215
-60,007
-70% -$3.48M 0.44% 76
2016
Q2 		$4.81M Sell
86,222
-5,780
-6% -$333K 1.32% 12
2016
Q1 		$5.26M Sell
92,002
-1,704
-2% -$93.9K 1.42% 11
2015
Q4 		$5.5M Sell
93,706
-731
-0.8% -$44K 1.43% 11
2015
Q3 		$5.41M Sell
94,437
-21,651
-19% -$1.34M 1.4% 8
2015
Q2 		$7.37M Buy
116,088
+19,083
+20% +$1.27M 1.99% 2
2015
Q1 		$6.22M Buy
97,005
+21,534
+29% +$1.36M 1.54% 8
2014
Q4 		$4.59M Sell
75,471
-25,435
-25% -$1.59M 1.23% 11
2014
Q3 		$6.47M Buy
100,906
+69,883
+225% +$4.66M 1.96% 4
2014
Q2 		$2.12M Sell
31,023
-20,444
-40% -$1.4M 0.76% 49
2014
Q1 		$3.46M Buy
51,467
+42,319
+463% +$2.8M 1.46% 6
2013
Q4 		$614K Sell
9,148
-988
-10% -$64.5K 0.35% 92
2013
Q3 		$647K Sell
10,136
-2,774
-21% -$170K 0.38% 95
2013
Q2 		$755K Buy
+12,910
New +$781K 0.42% 80

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regal Investment Advisors's EFA Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 6.7% in Q1 2026, buying an estimated $138K and bringing the position to 22,126 shares worth $2.15M. The position accounts for 0.12% of the portfolio, ranked #190.

Regal Investment Advisors first reported a position in EFA in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.37M in Q2 2015. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Regal Investment Advisors held 22,126 shares of iShares MSCI EAFE ETF worth $2.15M as of Q1 2026.
  • Regal Investment Advisors bought 1,382 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $138K.
  • iShares MSCI EAFE ETF made up 0.12% of Regal Investment Advisors's portfolio in Q1 2026, its #190 holding.
  • Regal Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's iShares MSCI EAFE ETF position peaked at $7.37M in Q2 2015.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.