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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37.6M Buy
388,888
+3,709
+1% +$356K 5.72% 4
2026
Q1
$34.9M Buy
385,179
+4,410
+1% +$412K 5.92% 4
2025
Q4
$34.1M Sell
380,769
-1,053
-0.3% -$93.1K 5.71% 4
2025
Q3
$33.3M Buy
381,822
+1,352
+0.4% +$115K 5.87% 4
2025
Q2
$31.8M Sell
380,470
-6,328
-2% -$502K 7.8% 3
2025
Q1
$29.3M Buy
386,798
+6,565
+2% +$491K 7.98% 3
2024
Q4
$26.7M Buy
380,233
+2,127
+0.6% +$157K 7.54% 4
2024
Q3
$29.5M Buy
378,106
+8,762
+2% +$656K 8.58% 3
2024
Q2
$26.8M Buy
369,344
+6,372
+2% +$469K 8.55% 3
2024
Q1
$26.9M Buy
362,972
+10,393
+3% +$740K 8.92% 4
2023
Q4
$24.8M Buy
352,579
+22,720
+7% +$1.5M 9.2% 3
2023
Q3
$21.2M Buy
329,859
+8,158
+3% +$546K 8.96% 3
2023
Q2
$21.7M Buy
321,701
+6,091
+2% +$413K 8.99% 3
2023
Q1
$21.1M Buy
315,610
+24,959
+9% +$1.64M 9.27% 3
2022
Q4
$17.9M Buy
290,651
+147,616
+103% +$8.69M 8.53% 3
2022
Q3
$7.53M Buy
143,035
+2,982
+2% +$175K 5.4% 7
2022
Q2
$8.24M Buy
140,053
+4,837
+4% +$310K 5.86% 7
2022
Q1
$9.4M Buy
135,216
+11,726
+9% +$829K 6.48% 6
2021
Q4
$9.22M Buy
123,490
+4,453
+4% +$335K 6.15% 6
2021
Q3
$8.84M Buy
119,037
+541
+0.5% +$41.2K 6.47% 6
2021
Q2
$8.87M Buy
118,496
+4,282
+4% +$323K 6.6% 6
2021
Q1
$8.23M Buy
114,214
+4,107
+4% +$293K 6.58% 6
2020
Q4
$7.61M Buy
+110,107
New +$7.12M 6.61% 6

Other funds holding IEFA

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

Ritter Daniher Financial Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.96% in Q2 2026, buying an estimated $356K and bringing the position to 388,888 shares worth $37.6M. The position accounts for 5.72% of the portfolio, ranked #4.

Ritter Daniher Financial Advisory first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Ritter Daniher Financial Advisory held 388,888 shares of iShares Core MSCI EAFE ETF worth $37.6M as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 3,709 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $356K.
  • iShares Core MSCI EAFE ETF made up 5.72% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #4 holding.
  • Ritter Daniher Financial Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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