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RTD Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

RTD Financial Advisors’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
Q3 		$371K Sell
3,572
-791
-18% -$83.8K 0.04% 104
2026
Q2 		$453K Buy
4,363
+680
+18% +$69.9K 0.05% 100
2026
Q1 		$358K Hold
3,683
– – 0.04% 98
2025
Q4 		$354K Hold
3,683
– – 0.04% 98
2025
Q3 		$344K Hold
3,683
– – 0.04% 93
2025
Q2 		$329K Sell
3,683
-200
-5% -$17.1K 0.04% 91
2025
Q1 		$317K Sell
3,883
-1,765
-31% -$142K 0.04% 99
2024
Q4 		$427K Sell
5,648
-66
-1% -$5.23K 0.05% 86
2024
Q3 		$478K Sell
5,714
-157
-3% -$12.6K 0.06% 83
2024
Q2 		$460K Sell
5,871
-36
-0.6% -$2.85K 0.06% 83
2024
Q1 		$472K Sell
5,907
-73
-1% -$5.58K 0.06% 77
2023
Q4 		$451K Sell
5,980
-1,738
-23% -$123K 0.06% 78
2023
Q3 		$532K Buy
7,718
+74
+1% +$5.3K 0.08% 73
2023
Q2 		$554K Buy
7,644
+1,767
+30% +$128K 0.08% 70
2023
Q1 		$420K Sell
5,877
-1,360
-19% -$95.1K 0.07% 73
2022
Q4 		$475K Sell
7,237
-2,298
-24% -$144K 0.08% 70
2022
Q3 		$534K Sell
9,535
-6,050
-39% -$377K 0.1% 68
2022
Q2 		$974K Sell
15,585
-280
-2% -$19.1K 0.15% 62
2022
Q1 		$1.17M Buy
15,865
+1,234
+8% +$92.3K 0.16% 59
2021
Q4 		$1.15M Buy
+14,631
New +$1.16M 0.15% 61

Other funds holding EFA

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

RTD Financial Advisors's EFA Position: Q3 2026 in Review

RTD Financial Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 18% in Q3 2026, selling an estimated $83.8K and leaving 3,572 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #104.

RTD Financial Advisors first reported a position in EFA in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.17M in Q1 2022. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • RTD Financial Advisors held 3,572 shares of iShares MSCI EAFE ETF worth $371K as of Q3 2026.
  • RTD Financial Advisors sold 791 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $83.8K.
  • iShares MSCI EAFE ETF made up 0.04% of RTD Financial Advisors's portfolio in Q3 2026, its #104 holding.
  • RTD Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 20 quarters since.
  • RTD Financial Advisors's iShares MSCI EAFE ETF position peaked at $1.17M in Q1 2022.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.