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Royal Fund Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Royal Fund 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 		– Sell
-214,639
Closed -$20.8M – 312
2026
Q1 		$20.8M Buy
214,639
+66,746
+45% +$6.68M 1.98% 3
2025
Q4 		$14.2M Buy
+147,893
New +$14M 1.29% 16
2025
Q3 		– Sell
-103,255
Closed -$9.23M – 311
2025
Q2 		$9.23M Buy
+103,255
New +$8.82M 0.92% 21
2023
Q4 		– Sell
-151,597
Closed -$10.4M – 305
2023
Q3 		$10.4M Buy
151,597
+37,550
+33% +$2.69M 1.41% 14
2023
Q2 		$8.27M Buy
114,047
+16,401
+17% +$1.19M 1.03% 19
2023
Q1 		$6.98M Buy
+97,646
New +$6.83M 1% 25
2020
Q1 		– Sell
-36
Closed -$2K – 600
2019
Q4 		$2K Buy
+36
New +$2.43K ﹤0.01% 540
2019
Q3 		– Sell
-6
Closed – – 595
2019
Q2 		$0 Sell
6
-85
-93% -$5.56K ﹤0.01% 569
2019
Q1 		$5K Buy
+91
New +$5.73K ﹤0.01% 420
2018
Q4 		– Sell
-173
Closed -$11K – 597
2018
Q3 		$11K Buy
173
+142
+458% +$9.59K ﹤0.01% 322
2018
Q2 		$2K Buy
+31
New +$2.17K ﹤0.01% 472
2018
Q1 		– Sell
-2,903
Closed -$204K – 573
2017
Q4 		$204K Buy
2,903
+2,040
+236% +$142K 0.07% 116
2017
Q3 		$59K Buy
+863
New +$57.7K 0.02% 157
2017
Q2 		– Sell
-78
Closed -$4K – 458
2017
Q1 		$4K Buy
+78
New +$4.71K ﹤0.01% 326

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

Royal Fund Management's EFA Position: Q2 2026 in Review

Royal Fund Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 214,639 shares — an estimated $20.8M sold.

Royal Fund Management first reported a position in EFA in Q1 2017 and held it in 14 quarters. The position peaked at $20.8M in Q1 2026. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Royal Fund Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Royal Fund Management sold 214,639 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $20.8M.
  • Royal Fund Management first reported a position in iShares MSCI EAFE ETF in Q1 2017 and held it in 14 quarters.
  • Royal Fund Management's iShares MSCI EAFE ETF position peaked at $20.8M in Q1 2026.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.