RWM
EFA icon

Ritholtz Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Ritholtz Wealth Management’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
Q1 		$800K Buy
8,238
+1,777
+28% +$178K 0.01% 620
2025
Q4 		$620K Buy
6,461
+865
+15% +$82K 0.01% 648
2025
Q3 		$522K Buy
5,596
+696
+14% +$63.3K 0.01% 672
2025
Q2 		$438K Buy
4,900
+1,037
+27% +$88.5K 0.01% 676
2025
Q1 		$316K Buy
3,863
+21
+0.5% +$1.69K 0.01% 730
2024
Q4 		$291K Buy
3,842
+391
+11% +$31K 0.01% 720
2024
Q3 		$289K Sell
3,451
-1,086
-24% -$87.4K 0.01% 711
2024
Q2 		$355K Buy
+4,537
New +$359K 0.01% 619

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ritholtz Wealth Management's EFA Position: Q1 2026 in Review

Ritholtz Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 28% in Q1 2026, buying an estimated $178K and bringing the position to 8,238 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #620.

Ritholtz Wealth Management first reported a position in EFA in Q2 2024 and has held it in 8 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Ritholtz Wealth Management held 8,238 shares of iShares MSCI EAFE ETF worth $800K as of Q1 2026.
  • Ritholtz Wealth Management bought 1,777 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $178K.
  • iShares MSCI EAFE ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #620 holding.
  • Ritholtz Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.