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

Retirement 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 		$242K Buy
+2,342
New +$241K 0.02% 61
2023
Q4 		– Sell
-4,996
Closed -$344K – 54
2023
Q3 		$344K Hold
4,996
– – 0.03% 44
2023
Q2 		$362K Buy
+4,996
New +$363K 0.04% 42

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

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

Retirement Investment Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 2,342 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #61 among its holdings. This is a return to the name: Retirement Investment Advisors previously reported a position in EFA as recently as Q3 2023.

Retirement Investment Advisors first reported a position in EFA in Q2 2023 and has held it in 3 quarters since. The position peaked at $362K in Q2 2023. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Retirement Investment Advisors held 2,342 shares of iShares MSCI EAFE ETF worth $242K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Retirement Investment Advisors position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.02% of Retirement Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • Retirement Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 3 quarters since.
  • Retirement Investment Advisors's iShares MSCI EAFE ETF position peaked at $362K in Q2 2023.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.