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Richwood Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Richwood Investment Advisors’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 		$4M Buy
38,520
+627
+2% +$64.5K 2.81% 5
2026
Q1 		$3.68M Buy
37,893
+855
+2% +$85.5K 2.84% 5
2025
Q4 		$3.8M Buy
37,038
+896
+2% +$85K 2.73% 5
2025
Q3 		$3.37M Buy
36,142
+395
+1% +$35.9K 2.64% 7
2025
Q2 		$3.2M Buy
35,747
+734
+2% +$62.7K 2.62% 7
2025
Q1 		$2.86M Buy
35,013
+1,574
+5% +$127K 2.43% 7
2024
Q4 		$2.53M Buy
33,439
+1,964
+6% +$156K 2.11% 9
2024
Q3 		$2.63M Sell
31,475
-356
-1% -$28.6K 2.18% 9
2024
Q2 		$2.49M Sell
31,831
-858
-3% -$68K 2.18% 9
2024
Q1 		$2.61M Sell
32,689
-1,468
-4% -$112K 2.32% 7
2023
Q4 		$2.57M Sell
34,157
-1,813
-5% -$128K 2.42% 8
2023
Q3 		$2.48M Sell
35,970
-278
-0.8% -$19.9K 2.53% 7
2023
Q2 		$2.63M Sell
36,248
-270
-0.7% -$19.6K 2.57% 7
2023
Q1 		$2.61M Buy
36,518
+392
+1% +$27.4K 2.6% 7
2022
Q4 		$2.37M Sell
36,126
-834
-2% -$52.2K 2.38% 6
2022
Q3 		$2.07M Sell
36,960
-1,941
-5% -$121K 2.27% 7
2022
Q2 		$2.43M Buy
38,901
+855
+2% +$58.2K 2.45% 7
2022
Q1 		$2.8M Buy
38,046
+3,592
+10% +$269K 2.5% 6
2021
Q4 		$2.71M Buy
+34,454
New +$2.73M 2.37% 6

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Richwood Investment Advisors's EFA Position: Q2 2026 in Review

Richwood Investment Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 1.7% in Q2 2026, buying an estimated $64.5K and bringing the position to 38,520 shares worth $4M. The position accounts for 2.81% of the portfolio, ranked #5.

Richwood Investment Advisors first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 1,133 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Richwood Investment Advisors held 38,520 shares of iShares MSCI EAFE ETF worth $4M as of Q2 2026.
  • Richwood Investment Advisors bought 627 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $64.5K.
  • iShares MSCI EAFE ETF made up 2.81% of Richwood Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Richwood Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,133 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.