Richardson Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Richardson Capital Management’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	$226K	Buy	2,338 +18	+0.8%	+$1.73K	0.1%	48
2026 Q1	$210K	Hold	2,320	–	–	0.1%	43
2025 Q4	$208K	Sell	2,320 -54	-2%	-$4.78K	0.1%	37
2025 Q3	$207K	Buy	2,374 +20	+0.8%	+$1.7K	0.1%	36
2025 Q2	$196K	Buy	2,354 +28	+1%	+$2.22K	0.1%	36
2025 Q1	$176K	Sell	2,326 -11	-0.5%	-$823	0.11%	38
2024 Q4	$164K	Buy	2,337 +19	+0.8%	+$1.4K	0.1%	40
2024 Q3	$181K	Hold	2,318	–	–	0.13%	29
2024 Q2	$168K	Sell	2,318 -128	-5%	-$9.42K	0.13%	33
2024 Q1	$182K	Buy	2,446 +43	+2%	+$3.06K	0.15%	30
2023 Q4	$169K	Buy	+2,403	New	+$158K	0.16%	26

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Richardson Capital Management's IEFA Position: Q2 2026 in Review

Richardson Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.78% in Q2 2026, buying an estimated $1.73K and bringing the position to 2,338 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #48.

Richardson Capital Management first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Richardson Capital Management held 2,338 shares of iShares Core MSCI EAFE ETF worth $226K as of Q2 2026.
Richardson Capital Management bought 18 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.73K.
iShares Core MSCI EAFE ETF made up 0.1% of Richardson Capital Management's portfolio in Q2 2026, its #48 holding.
Richardson Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.