RPWA
EFA icon

Regent Peak Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Regent Peak Wealth 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 		$493K Hold
4,742
– – 0.09% 97
2026
Q1 		$461K Hold
4,742
– – 0.09% 97
2025
Q4 		$455K Hold
4,742
– – 0.09% 101
2025
Q3 		$443K Buy
+4,742
New +$431K 0.09% 100
2025
Q1 		$405K Sell
4,951
-11,001
-69% -$887K 0.1% 94
2024
Q4 		$1.21M Buy
15,952
+10,507
+193% +$832K 0.27% 42
2024
Q3 		$455K Sell
5,445
-300
-5% -$24.1K 0.1% 91
2024
Q2 		$450K Sell
5,745
-771
-12% -$61.1K 0.1% 93
2024
Q1 		$520K Sell
6,516
-325
-5% -$24.9K 0.13% 82
2023
Q4 		$515K Sell
6,841
-1,964
-22% -$139K 0.14% 80
2023
Q3 		$607K Sell
8,805
-136
-2% -$9.74K 0.19% 71
2023
Q2 		$648K Sell
8,941
-609
-6% -$44.2K 0.19% 70
2023
Q1 		$683K Sell
9,550
-17
-0.2% -$1.19K 0.21% 67
2022
Q4 		$628K Sell
9,567
-32,051
-77% -$2.01M 0.21% 73
2022
Q3 		$2.33M Buy
41,618
+19,471
+88% +$1.21M 0.82% 26
2022
Q2 		$1.38M Buy
22,147
+6,639
+43% +$452K 0.45% 51
2022
Q1 		$1.14M Sell
15,508
-461
-3% -$34.5K 0.33% 51
2021
Q4 		$1.26M Buy
15,969
+645
+4% +$51.1K 0.34% 52
2021
Q3 		$1.2M Buy
15,324
+431
+3% +$34.5K 0.34% 55
2021
Q2 		$1.18M Sell
14,893
-195
-1% -$15.5K 0.33% 55
2021
Q1 		$1.14M Sell
15,088
-450
-3% -$33.9K 0.38% 53
2020
Q4 		$1.13M Sell
15,538
-243
-2% -$16.6K 0.38% 52
2020
Q3 		$1M Sell
15,781
-350
-2% -$22.4K 0.43% 50
2020
Q2 		$982K Sell
16,131
-465
-3% -$26.9K 0.45% 50
2020
Q1 		$887K Sell
16,596
-3,563
-18% -$226K 0.49% 46
2019
Q4 		$1.4M Buy
+20,159
New +$1.36M 0.64% 30

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Regent Peak Wealth Advisors's EFA Position: Q2 2026 in Review

Regent Peak Wealth Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 4,742 shares worth $493K. The position accounts for 0.09% of the portfolio, ranked #97.

Regent Peak Wealth Advisors first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.33M in Q3 2022. 526 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Regent Peak Wealth Advisors held 4,742 shares of iShares MSCI EAFE ETF worth $493K as of Q2 2026.
  • Regent Peak Wealth Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Regent Peak Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's iShares MSCI EAFE ETF position peaked at $2.33M in Q3 2022.
  • 526 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.