RiverFront Investment Group’s iShares MSCI EAFE ETF EFA Stock Holding History

RiverFront Investment Group’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	$4.1M	Buy	39,474 +4,811	+14%	+$495K	0.05%	124
2026 Q1	$3.37M	Sell	34,663 -924	-3%	-$92.4K	0.05%	119
2025 Q4	$3.42M	Sell	35,587 -1,647	-4%	-$156K	0.06%	97
2025 Q3	$3.48M	Sell	37,234 -366	-1%	-$33.3K	0.06%	98
2025 Q2	$3.36M	Sell	37,600 -2,859	-7%	-$244K	0.07%	88
2025 Q1	$3.31M	Buy	40,459 +33,526	+484%	+$2.7M	0.07%	85
2024 Q4	$524K	Buy	6,933 +3,362	+94%	+$266K	0.01%	156
2024 Q3	$299K	Sell	3,571 -347	-9%	-$27.9K	0.01%	179
2024 Q2	$307K	Buy	+3,918	New	+$310K	0.01%	140
2023 Q4	–	Sell	-5,360	Closed	-$369K	–	120
2023 Q3	$369K	Hold	5,360	–	–	0.01%	95
2023 Q2	$389K	Hold	5,360	–	–	0.01%	96
2023 Q1	$383K	Hold	5,360	–	–	0.01%	92
2022 Q4	$352K	Hold	5,360	–	–	0.08%	89
2022 Q3	$300K	Hold	5,360	–	–	0.01%	84
2022 Q2	$335K	Buy	+5,360	New	+$365K	0.01%	90
2020 Q1	–	Sell	-72,000	Closed	-$5M	–	55
2019 Q4	$5M	Sell	72,000 -3,137	-4%	-$212K	0.12%	54
2019 Q3	$4.9M	Sell	75,137 -2,061	-3%	-$133K	0.12%	57
2019 Q2	$5.07M	Sell	77,198 -1,292	-2%	-$84.6K	0.13%	54
2019 Q1	$5.09M	Sell	78,490 -3,662	-4%	-$231K	0.13%	56
2018 Q4	$4.83M	Sell	82,152 -2,344	-3%	-$146K	0.13%	59
2018 Q3	$5.74M	Sell	84,496 -1,142	-1%	-$77.1K	0.14%	55
2018 Q2	$5.82M	Buy	85,638 +659	+0.8%	+$46.2K	0.14%	54
2018 Q1	$5.92M	Sell	84,979 -4,529	-5%	-$323K	0.14%	52
2017 Q4	$6.29M	Buy	89,508 +1,859	+2%	+$129K	0.15%	46
2017 Q3	$6M	Sell	87,649 -509	-0.6%	-$34K	0.15%	47
2017 Q2	$5.75M	Buy	88,158 +3,883	+5%	+$251K	0.15%	43
2017 Q1	$5.25M	Sell	84,275 -562	-0.7%	-$34K	0.14%	45
2016 Q4	$4.9M	Sell	84,837 -9,597	-10%	-$553K	0.14%	45
2016 Q3	$5.58M	Sell	94,434 -5,839	-6%	-$339K	0.15%	44
2016 Q2	$5.6M	Sell	100,273 -3,602	-3%	-$207K	0.15%	47
2016 Q1	$5.94M	Buy	103,875 +4,254	+4%	+$234K	0.16%	48
2015 Q4	$5.85M	Sell	99,621 -3,524	-3%	-$212K	0.17%	49
2015 Q3	$5.91M	Buy	103,145 +2,818	+3%	+$174K	0.17%	44
2015 Q2	$6.37M	Buy	100,327 +7,250	+8%	+$483K	0.17%	47
2015 Q1	$5.97M	Sell	93,077 -1,339	-1%	-$84.3K	0.17%	45
2014 Q4	$5.74M	Sell	94,416 -724,705	-88%	-$45.2M	0.17%	51
2014 Q3	$52.5M	Buy	819,121 +18,198	+2%	+$1.21M	1.3%	23
2014 Q2	$54.8M	Sell	800,923 -1,416,154	-64%	-$97M	1.35%	25
2014 Q1	$149M	Sell	2,217,077 -36,593	-2%	-$2.42M	3.96%	8
2013 Q4	$151M	Buy	2,253,670 +107,379	+5%	+$7.02M	4.39%	6
2013 Q3	$137M	Buy	2,146,291 +67,760	+3%	+$4.15M	4.2%	8
2013 Q2	$119M	Buy	+2,078,531	New	+$126M	4.02%	7

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

RiverFront Investment Group's EFA Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares MSCI EAFE ETF (EFA) stake by 14% in Q2 2026, buying an estimated $495K and bringing the position to 39,474 shares worth $4.1M. The position accounts for 0.05% of the portfolio, ranked #124.

RiverFront Investment Group first reported a position in EFA in Q2 2013 and has held it in 42 quarters since. The position peaked at $151M in Q4 2013. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

RiverFront Investment Group held 39,474 shares of iShares MSCI EAFE ETF worth $4.1M as of Q2 2026.
RiverFront Investment Group bought 4,811 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $495K.
iShares MSCI EAFE ETF made up 0.05% of RiverFront Investment Group's portfolio in Q2 2026, its #124 holding.
RiverFront Investment Group first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 42 quarters since.
RiverFront Investment Group's iShares MSCI EAFE ETF position peaked at $151M in Q4 2013.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.