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RMR Wealth Builders’s iShares MSCI EAFE ETF EFA Stock Holding History

RMR Wealth Builders’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 		$6.64M Buy
63,908
+605
+1% +$62.2K 0.41% 38
2026
Q1 		$6.15M Buy
63,303
+1,746
+3% +$175K 0.48% 30
2025
Q4 		$5.91M Buy
61,557
+274
+0.4% +$26K 0.47% 34
2025
Q3 		$5.72M Buy
61,283
+275
+0.5% +$25K 0.48% 32
2025
Q2 		$5.45M Buy
61,008
+66
+0.1% +$5.63K 0.5% 30
2025
Q1 		$4.98M Sell
60,942
-2,370
-4% -$191K 0.52% 28
2024
Q4 		$4.79M Buy
63,312
+1,424
+2% +$113K 0.49% 29
2024
Q3 		$5.18M Sell
61,888
-928
-1% -$74.7K 0.55% 27
2024
Q2 		$4.92M Buy
62,816
+1,731
+3% +$137K 0.56% 27
2024
Q1 		$4.88M Sell
61,085
-857
-1% -$65.5K 0.59% 27
2023
Q4 		$4.67M Sell
61,942
-6,524
-10% -$461K 0.66% 25
2023
Q3 		$4.72M Buy
68,466
+2,263
+3% +$162K 0.75% 25
2023
Q2 		$4.8M Buy
66,203
+2,290
+4% +$166K 0.82% 25
2023
Q1 		$4.57M Sell
63,913
-7,053
-10% -$493K 0.87% 25
2022
Q4 		$4.66M Buy
70,966
+4,256
+6% +$267K 1.06% 19
2022
Q3 		$3.74M Buy
66,710
+506
+0.8% +$31.5K 0.91% 24
2022
Q2 		$4.14M Sell
66,204
-9,706
-13% -$661K 1.03% 22
2022
Q1 		$5.59M Sell
75,910
-39,114
-34% -$2.93M 1.2% 22
2021
Q4 		$9.07M Sell
115,024
-200,477
-64% -$15.9M 2.6% 10
2021
Q3 		$24.6M Buy
315,501
+52,807
+20% +$4.22M 7.23% 3
2021
Q2 		$20.7M Sell
262,694
-107,175
-29% -$8.51M 6.79% 3
2021
Q1 		$28.1M Buy
369,869
+238,578
+182% +$18M 7.29% 3
2020
Q4 		$9.58M Sell
131,291
-257,558
-66% -$17.6M 4.71% 3
2020
Q3 		$24.8M Buy
388,849
+350,297
+909% +$22.4M 6.43% 3
2020
Q2 		$2.35M Buy
+38,552
New +$2.23M 2.09% 7
2019
Q4 		$2.73M Buy
+39,266
New +$2.65M 2.63% 5

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

RMR Wealth Builders's EFA Position: Q2 2026 in Review

RMR Wealth Builders increased its iShares MSCI EAFE ETF (EFA) stake by 0.96% in Q2 2026, buying an estimated $62.2K and bringing the position to 63,908 shares worth $6.64M. The position accounts for 0.41% of the portfolio, ranked #38.

RMR Wealth Builders first reported a position in EFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $28.1M in Q1 2021. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • RMR Wealth Builders held 63,908 shares of iShares MSCI EAFE ETF worth $6.64M as of Q2 2026.
  • RMR Wealth Builders bought 605 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $62.2K.
  • iShares MSCI EAFE ETF made up 0.41% of RMR Wealth Builders's portfolio in Q2 2026, its #38 holding.
  • RMR Wealth Builders first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's iShares MSCI EAFE ETF position peaked at $28.1M in Q1 2021.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.