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Richards, Merrill & Peterson’s iShares MSCI EAFE ETF EFA Stock Holding History

Richards, Merrill & Peterson’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 		$409K Buy
3,941
+392
+11% +$40.3K 0.13% 136
2026
Q1 		$345K Buy
3,549
+247
+7% +$24.7K 0.13% 143
2025
Q4 		$317K Buy
3,302
+701
+27% +$66.5K 0.12% 143
2025
Q3 		$243K Sell
2,601
-15
-0.6% -$1.36K 0.1% 149
2025
Q2 		$234K Sell
2,616
-22
-0.8% -$1.88K 0.11% 143
2025
Q1 		$216K Hold
2,638
– – 0.11% 142
2024
Q4 		$199K Buy
+2,638
New +$209K 0.1% 140

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

Richards, Merrill & Peterson's EFA Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its iShares MSCI EAFE ETF (EFA) stake by 11% in Q2 2026, buying an estimated $40.3K and bringing the position to 3,941 shares worth $409K. The position accounts for 0.13% of the portfolio, ranked #136.

Richards, Merrill & Peterson first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 2,269 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Richards, Merrill & Peterson held 3,941 shares of iShares MSCI EAFE ETF worth $409K as of Q2 2026.
  • Richards, Merrill & Peterson bought 392 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $40.3K.
  • iShares MSCI EAFE ETF made up 0.13% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #136 holding.
  • Richards, Merrill & Peterson first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,269 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.