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 Q2	$1.01M	Buy	9,724 +1,486	+18%	+$153K	0.02%	611
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Ritholtz Wealth Management's EFA Position: Q2 2026 in Review

Ritholtz Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 18% in Q2 2026, buying an estimated $153K and bringing the position to 9,724 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #611.

Ritholtz Wealth Management first reported a position in EFA in Q2 2024 and has held it in 9 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Ritholtz Wealth Management held 9,724 shares of iShares MSCI EAFE ETF worth $1.01M as of Q2 2026.
Ritholtz Wealth Management bought 1,486 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $153K.
iShares MSCI EAFE ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #611 holding.
Ritholtz Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.