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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

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

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. 806 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.
  • 806 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.