RPSA
EFA icon

Richard P. Slaughter Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Richard P. Slaughter Associates’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 		$101K Buy
+975
New +$100K 0.02% 105
2025
Q3 		– Hold
0
– – – 115
2025
Q2 		– Hold
0
– – – 121
2025
Q1 		– Hold
0
– – – 138
2024
Q4 		– Hold
0
– – – 149
2024
Q3 		– Hold
0
– – – 151
2024
Q2 		– Hold
0
– – – 149
2024
Q1 		– Sell
-2,710
Closed -$207K – 152
2023
Q4 		$204K Sell
2,710
-857
-24% -$60.6K 0.05% 142
2023
Q3 		$246K Buy
3,567
+60
+2% +$4.3K 0.07% 128
2023
Q2 		$254K Sell
3,507
-524
-13% -$38.1K 0.07% 119
2023
Q1 		$288K Sell
4,031
-179
-4% -$12.5K 0.09% 118
2022
Q4 		$276K Buy
+4,210
New +$264K 0.09% 119
2020
Q4 		– Sell
-4,620
Closed -$294K – 99
2020
Q3 		$294K Buy
+4,620
New +$296K 0.13% 93
2020
Q1 		– Sell
-4,121
Closed -$286K – 95
2019
Q4 		$286K Buy
+4,121
New +$278K 0.11% 100

Other funds holding EFA

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return