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

Richards, Merrill & Peterson’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$965K	Hold	9,995	–	–	0.31%	82
2026 Q1	$905K	Hold	9,995	–	–	0.33%	75
2025 Q4	$894K	Hold	9,995	–	–	0.34%	77
2025 Q3	$873K	Hold	9,995	–	–	0.38%	77
2025 Q2	$834K	Buy	9,995 +219	+2%	+$17.4K	0.4%	72
2025 Q1	$740K	Buy	9,776 +1,517	+18%	+$113K	0.38%	70
2024 Q4	$580K	Buy	+8,259	New	+$609K	0.3%	84

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

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

Richards, Merrill & Peterson held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 9,995 shares worth $965K. The position accounts for 0.31% of the portfolio, ranked #82.

Richards, Merrill & Peterson first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 1,041 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Richards, Merrill & Peterson held 9,995 shares of iShares Core MSCI EAFE ETF worth $965K as of Q2 2026.
Richards, Merrill & Peterson left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.31% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #82 holding.
Richards, Merrill & Peterson first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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