Riversedge Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Riversedge Advisors’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	$335K	Hold	3,225	–	–	0.04%	185
2026 Q1	$313K	Hold	3,225	–	–	0.05%	147
2025 Q4	$310K	Hold	3,225	–	–	0.05%	136
2025 Q3	$301K	Hold	3,225	–	–	0.05%	124
2025 Q2	$288K	Sell	3,225 -180	-5%	-$15.4K	0.06%	87
2025 Q1	$278K	Buy	3,405 +180	+6%	+$14.5K	0.06%	94
2024 Q4	$244K	Hold	3,225	–	–	0.06%	88
2024 Q3	$270K	Hold	3,225	–	–	0.06%	73
2024 Q2	$253K	Hold	3,225	–	–	0.06%	78
2024 Q1	$258K	Hold	3,225	–	–	0.06%	76
2023 Q4	$243K	Sell	3,225 -871	-21%	-$61.6K	0.07%	70
2023 Q3	$282K	Hold	4,096	–	–	0.08%	60
2023 Q2	$297K	Sell	4,096 -59	-1%	-$4.28K	0.08%	62
2023 Q1	$297K	Hold	4,155	–	–	0.09%	65
2022 Q4	$273K	Hold	4,155	–	–	0.09%	61
2022 Q3	$233K	Hold	4,155	–	–	0.08%	67
2022 Q2	$260K	Hold	4,155	–	–	0.1%	62
2022 Q1	$306K	Hold	4,155	–	–	0.1%	56
2021 Q4	$327K	Buy	+4,155	New	+$329K	0.1%	56

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Riversedge Advisors's EFA Position: Q2 2026 in Review

Riversedge Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,225 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #185.

Riversedge Advisors first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 713 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Riversedge Advisors held 3,225 shares of iShares MSCI EAFE ETF worth $335K as of Q2 2026.
Riversedge Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.04% of Riversedge Advisors's portfolio in Q2 2026, its #185 holding.
Riversedge Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
713 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.