Ritter Daniher Financial Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Ritter Daniher Financial Advisory’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	$1.08M	Sell	10,399 -294	-3%	-$30.2K	0.16%	72
2026 Q1	$1.04M	Sell	10,693 -684	-6%	-$68.4K	0.18%	70
2025 Q4	$1.09M	Buy	11,377 +539	+5%	+$51.1K	0.18%	66
2025 Q3	$1.01M	Sell	10,838 -556	-5%	-$50.5K	0.18%	68
2025 Q2	$1.02M	Sell	11,394 -48	-0.4%	-$4.1K	0.25%	37
2025 Q1	$935K	Buy	11,442 +250	+2%	+$20.1K	0.26%	33
2024 Q4	$846K	Sell	11,192 -61	-0.5%	-$4.83K	0.24%	40
2024 Q3	$941K	Sell	11,253 -22	-0.2%	-$1.77K	0.27%	36
2024 Q2	$883K	Sell	11,275 -211	-2%	-$16.7K	0.28%	35
2024 Q1	$917K	Sell	11,486 -126	-1%	-$9.64K	0.3%	31
2023 Q4	$875K	Sell	11,612 -269	-2%	-$19K	0.32%	28
2023 Q3	$819K	Sell	11,881 -225	-2%	-$16.1K	0.35%	26
2023 Q2	$878K	Sell	12,106 -1,025	-8%	-$74.4K	0.36%	24
2023 Q1	$939K	Sell	13,131 -4,024	-23%	-$281K	0.41%	21
2022 Q4	$1.13M	Sell	17,155 -18,363	-52%	-$1.15M	0.54%	18
2022 Q3	$1.99M	Buy	35,518 +4,170	+13%	+$260K	1.42%	11
2022 Q2	$1.96M	Buy	31,348 +620	+2%	+$42.2K	1.39%	11
2022 Q1	$2.26M	Sell	30,728 -4,067	-12%	-$304K	1.56%	9
2021 Q4	$2.74M	Sell	34,795 -1,363	-4%	-$108K	1.83%	9
2021 Q3	$2.82M	Sell	36,158 -206	-0.6%	-$16.5K	2.06%	9
2021 Q2	$2.87M	Sell	36,364 -1,280	-3%	-$102K	2.13%	9
2021 Q1	$2.86M	Sell	37,644 -8,179	-18%	-$616K	2.28%	9
2020 Q4	$3.34M	Buy	+45,823	New	+$3.13M	2.9%	9

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

Ritter Daniher Financial Advisory's EFA Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its iShares MSCI EAFE ETF (EFA) stake by 2.7% in Q2 2026, selling an estimated $30.2K and leaving 10,399 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #72.

Ritter Daniher Financial Advisory first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.34M in Q4 2020. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Ritter Daniher Financial Advisory held 10,399 shares of iShares MSCI EAFE ETF worth $1.08M as of Q2 2026.
Ritter Daniher Financial Advisory sold 294 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $30.2K.
iShares MSCI EAFE ETF made up 0.16% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #72 holding.
Ritter Daniher Financial Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's iShares MSCI EAFE ETF position peaked at $3.34M in Q4 2020.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.