Roger Wittlin Investment Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Roger Wittlin Investment Advisory’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	$200K	Sell	1,925 -352	-15%	-$36.2K	0.16%	43
2026 Q1	$221K	Buy	2,277 +23	+1%	+$2.3K	0.18%	38
2025 Q4	$216K	Buy	2,254 +41	+2%	+$3.89K	0.15%	38
2025 Q3	$207K	Buy	+2,213	New	+$201K	0.11%	41
2024 Q4	–	Sell	-2,534	Closed	-$212K	–	47
2024 Q3	$212K	Buy	+2,534	New	+$204K	0.12%	50
2022 Q1	–	Sell	-1,103	Closed	-$86K	–	25
2021 Q4	$86K	Buy	+1,103	New	+$87.4K	0.07%	25

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

Roger Wittlin Investment Advisory's EFA Position: Q2 2026 in Review

Roger Wittlin Investment Advisory reduced its iShares MSCI EAFE ETF (EFA) stake by 15% in Q2 2026, selling an estimated $36.2K and leaving 1,925 shares worth $200K. The position accounts for 0.16% of the portfolio, ranked #43.

Roger Wittlin Investment Advisory first reported a position in EFA in Q4 2021 and has held it in 6 quarters since. The position peaked at $221K in Q1 2026. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Roger Wittlin Investment Advisory held 1,925 shares of iShares MSCI EAFE ETF worth $200K as of Q2 2026.
Roger Wittlin Investment Advisory sold 352 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $36.2K.
iShares MSCI EAFE ETF made up 0.16% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #43 holding.
Roger Wittlin Investment Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 6 quarters since.
Roger Wittlin Investment Advisory's iShares MSCI EAFE ETF position peaked at $221K in Q1 2026.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.