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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

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 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. 526 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.
  • 526 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.