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

Richardson Financial Services’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	$524K	Sell	5,429 -335	-6%	-$32.2K	0.3%	77
2026 Q1	$522K	Sell	5,764 -121	-2%	-$11.3K	0.33%	75
2025 Q4	$526K	Buy	5,885 +149	+3%	+$13.2K	0.17%	75
2025 Q3	$501K	Buy	5,736 +253	+5%	+$21.5K	0.31%	80
2025 Q2	$457K	Buy	5,483 +178	+3%	+$14.1K	0.31%	94
2025 Q1	$401K	Sell	5,305 -636	-11%	-$47.6K	0.31%	97
2024 Q4	$418K	Sell	5,941 -359	-6%	-$26.5K	0.29%	92
2024 Q3	$458K	Hold	6,300	–	–	0.29%	86
2024 Q2	$458K	Sell	6,300 -141	-2%	-$10.4K	0.33%	80
2024 Q1	$478K	Buy	6,441 +19	+0.3%	+$1.35K	0.34%	82
2023 Q4	$452K	Buy	+6,422	New	+$423K	0.4%	74

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 Financial Services's IEFA Position: Q2 2026 in Review

Richardson Financial Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.8% in Q2 2026, selling an estimated $32.2K and leaving 5,429 shares worth $524K. The position accounts for 0.3% of the portfolio, ranked #77.

Richardson Financial Services first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $526K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Richardson Financial Services held 5,429 shares of iShares Core MSCI EAFE ETF worth $524K as of Q2 2026.
Richardson Financial Services sold 335 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $32.2K.
iShares Core MSCI EAFE ETF made up 0.3% of Richardson Financial Services's portfolio in Q2 2026, its #77 holding.
Richardson Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's iShares Core MSCI EAFE ETF position peaked at $526K in Q4 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.