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Richmond Investment Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Richmond Investment 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
2026
Q2 		$218K Sell
2,099
-2,483
-54% -$255K 0.07% 137
2026
Q1 		$445K Hold
4,582
– – 0.07% 167
2025
Q4 		$440K Buy
4,582
+22
+0.5% +$2.09K 0.08% 153
2025
Q3 		$426K Hold
4,560
– – 0.08% 150
2025
Q2 		$408K Buy
+4,560
New +$389K 0.09% 144

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

Richmond Investment Services's EFA Position: Q2 2026 in Review

Richmond Investment Services reduced its iShares MSCI EAFE ETF (EFA) stake by 54% in Q2 2026, selling an estimated $255K and leaving 2,099 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #137.

Richmond Investment Services first reported a position in EFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $445K in Q1 2026. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Richmond Investment Services held 2,099 shares of iShares MSCI EAFE ETF worth $218K as of Q2 2026.
  • Richmond Investment Services sold 2,483 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $255K.
  • iShares MSCI EAFE ETF made up 0.07% of Richmond Investment Services's portfolio in Q2 2026, its #137 holding.
  • Richmond Investment Services first reported a position in iShares MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • Richmond Investment Services's iShares MSCI EAFE ETF position peaked at $445K in Q1 2026.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.