Ridgewood Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-399	Closed	-$35.7K	–	346
2025 Q2	$35.7K	Sell	399 -400	-50%	-$34.2K	0.02%	381
2025 Q1	$65.3K	Sell	799 -350	-30%	-$28.2K	0.03%	283
2024 Q4	$86.9K	Hold	1,149	–	–	0.04%	250
2024 Q3	$96.1K	Sell	1,149 -1	-0.1%	-$80	0.05%	241
2024 Q2	$90.1K	Buy	+1,150	New	+$91.1K	0.05%	251
2023 Q3	–	Sell	-1,860	Closed	-$135K	–	342
2023 Q2	$135K	Hold	1,860	–	–	0.08%	210
2023 Q1	$133K	Buy	+1,860	New	+$130K	0.08%	223
2021 Q1	–	Sell	-4,416	Closed	-$281K	–	198
2020 Q4	$281K	Hold	4,416	–	–	0.22%	128
2020 Q3	$281K	Hold	4,416	–	–	0.22%	129
2020 Q2	$269K	Sell	4,416 -341	-7%	-$19.7K	0.22%	131
2020 Q1	$254K	Buy	4,757 +127	+3%	+$8.06K	0.26%	113
2019 Q4	$321K	Hold	4,630	–	–	0.23%	129
2019 Q3	$302K	Buy	4,630 +730	+19%	+$47K	0.24%	129
2019 Q2	$256K	Hold	3,900	–	–	0.2%	143
2019 Q1	$253K	Hold	3,900	–	–	0.21%	144
2018 Q4	$265K	Hold	3,900	–	–	0.21%	134
2018 Q3	$265K	Buy	+3,900	New	+$263K	0.21%	135

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ridgewood Investments's EFA Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares MSCI EAFE ETF (EFA) in Q3 2025, closing a stake of 399 shares — an estimated $35.7K sold.

Ridgewood Investments first reported a position in EFA in Q3 2018 and held it in 17 quarters. The position peaked at $321K in Q4 2019. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

Ridgewood Investments reported no remaining iShares MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 399 iShares MSCI EAFE ETF shares in Q3 2025, an estimated $35.7K.
Ridgewood Investments first reported a position in iShares MSCI EAFE ETF in Q3 2018 and held it in 17 quarters.
Ridgewood Investments's iShares MSCI EAFE ETF position peaked at $321K in Q4 2019.
2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.