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RKL Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

RKL 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 		$987K Sell
9,498
-107
-1% -$11K 0.08% 99
2026
Q1 		$933K Hold
9,605
– – 0.08% 96
2025
Q4 		$922K Sell
9,605
-109
-1% -$10.3K 0.08% 100
2025
Q3 		$907K Hold
9,714
– – 0.08% 100
2025
Q2 		$868K Buy
9,714
+2,170
+29% +$185K 0.08% 101
2025
Q1 		$617K Buy
7,544
+48
+0.6% +$3.87K 0.06% 111
2024
Q4 		$567K Buy
7,496
+139
+2% +$11K 0.05% 118
2024
Q3 		$615K Hold
7,357
– – 0.06% 95
2024
Q2 		$576K Buy
7,357
+266
+4% +$21.1K 0.06% 91
2024
Q1 		$566K Hold
7,091
– – 0.06% 93
2023
Q4 		$534K Sell
7,091
-63
-0.9% -$4.45K 0.06% 94
2023
Q3 		$493K Sell
7,154
-294
-4% -$21.1K 0.06% 93
2023
Q2 		$540K Buy
7,448
+17
+0.2% +$1.23K 0.06% 90
2023
Q1 		$532K Buy
+7,431
New +$520K 0.07% 90
2020
Q2 		– Sell
-7,015
Closed -$375K – 112
2020
Q1 		$375K Sell
7,015
-67
-0.9% -$4.25K 0.08% 91
2019
Q4 		$492K Buy
7,082
+8
+0.1% +$540 0.09% 93
2019
Q3 		$461K Sell
7,074
-1,279
-15% -$82.4K 0.09% 96
2019
Q2 		$551K Sell
8,353
-587
-7% -$38.4K 0.1% 93
2019
Q1 		$580K Buy
8,940
+5,480
+158% +$345K 0.11% 93
2018
Q4 		$203K Sell
3,460
-794
-19% -$49.6K 0.05% 123
2018
Q3 		$289K Sell
4,254
-1,183
-22% -$79.9K 0.06% 117
2018
Q2 		$364K Buy
5,437
+19
+0.4% +$1.33K 0.08% 113
2018
Q1 		$378K Sell
5,418
-1,079
-17% -$76.9K 0.09% 110
2017
Q4 		$455K Sell
6,497
-2,633
-29% -$183K 0.11% 106
2017
Q3 		$627K Sell
9,130
-2,015
-18% -$135K 0.18% 96
2017
Q2 		$728K Buy
11,145
+3,352
+43% +$217K 0.23% 93
2017
Q1 		$485K Sell
7,793
-303
-4% -$18.3K 0.2% 84
2016
Q4 		$467K Buy
8,096
+2,005
+33% +$116K 0.23% 63
2016
Q3 		$360K Buy
+6,091
New +$353K 0.18% 60

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

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

RKL Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q2 2026, selling an estimated $11K and leaving 9,498 shares worth $987K. The position accounts for 0.08% of the portfolio, ranked #99.

RKL Wealth Management first reported a position in EFA in Q3 2016 and has held it in 29 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • RKL Wealth Management held 9,498 shares of iShares MSCI EAFE ETF worth $987K as of Q2 2026.
  • RKL Wealth Management sold 107 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $11K.
  • iShares MSCI EAFE ETF made up 0.08% of RKL Wealth Management's portfolio in Q2 2026, its #99 holding.
  • RKL Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2016 and has held it in 29 quarters since.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.