Richard W. Paul & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Richard W. Paul & 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	$7.57M	Buy	72,892 +10,531	+17%	+$1.08M	2.32%	11
2026 Q1	$6.06M	Sell	62,361 -269	-0.4%	-$26.9K	2.04%	12
2025 Q4	$6.01M	Buy	62,630 +48	+0.1%	+$4.55K	2%	12
2025 Q3	$5.84M	Buy	62,582 +1,317	+2%	+$120K	1.99%	11
2025 Q2	$5.48M	Sell	61,265 -3,302	-5%	-$282K	1.98%	11
2025 Q1	$5.28M	Buy	64,567 +1,811	+3%	+$146K	2.07%	11
2024 Q4	$4.75M	Buy	62,756 +880	+1%	+$69.7K	1.73%	10
2024 Q3	$5.17M	Buy	61,876 +1,506	+2%	+$121K	1.86%	10
2024 Q2	$4.73M	Buy	60,370 +4,263	+8%	+$338K	1.83%	10
2024 Q1	$4.48M	Buy	56,107 +3,334	+6%	+$255K	1.79%	9
2023 Q4	$3.98M	Buy	52,773 +2,007	+4%	+$142K	1.67%	12
2023 Q3	$3.5M	Buy	50,766 +15,275	+43%	+$1.09M	1.6%	12
2023 Q2	$2.57M	Sell	35,491 -197	-0.6%	-$14.3K	1.12%	18
2023 Q1	$2.55M	Buy	35,688 +12,811	+56%	+$896K	1.18%	18
2022 Q4	$1.5M	Buy	+22,877	New	+$1.43M	0.76%	33

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Richard W. Paul & Associates's EFA Position: Q2 2026 in Review

Richard W. Paul & Associates increased its iShares MSCI EAFE ETF (EFA) stake by 17% in Q2 2026, buying an estimated $1.08M and bringing the position to 72,892 shares worth $7.57M. The position accounts for 2.32% of the portfolio, ranked #11.

Richard W. Paul & Associates first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Richard W. Paul & Associates held 72,892 shares of iShares MSCI EAFE ETF worth $7.57M as of Q2 2026.
Richard W. Paul & Associates bought 10,531 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.08M.
iShares MSCI EAFE ETF made up 2.32% of Richard W. Paul & Associates's portfolio in Q2 2026, its #11 holding.
Richard W. Paul & Associates first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.