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Richardson Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Richardson Financial Services’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
2025
Q1 		– Sell
-28
Closed -$2.12K – 609
2024
Q4 		$2.12K Buy
+28
New +$2.22K ﹤0.01% 482
2024
Q1 		– Hold
0
– – – 615

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Richardson Financial Services's EFA Position: Q1 2025 in Review

Richardson Financial Services sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 28 shares — an estimated $2.12K sold.

Richardson Financial Services first reported a position in EFA in Q4 2024 and held it in 1 quarter. The position peaked at $2.12K in Q4 2024. 1,959 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Richardson Financial Services reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Richardson Financial Services sold 28 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $2.12K.
  • Richardson Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2024 and held it in 1 quarter.
  • Richardson Financial Services's iShares MSCI EAFE ETF position peaked at $2.12K in Q4 2024.
  • 1,959 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Richardson Financial Services's 13F filing for Q1 2025, filed 6 May 2025.