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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RTD Financial Advisors's EFA Position: Q2 2026 in Review

RTD Financial Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 18% in Q2 2026, buying an estimated $69.9K and bringing the position to 4,363 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #100.

RTD Financial Advisors first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q1 2022. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

RTD Financial Advisors held 4,363 shares of iShares MSCI EAFE ETF worth $453K as of Q2 2026.
RTD Financial Advisors bought 680 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $69.9K.
iShares MSCI EAFE ETF made up 0.05% of RTD Financial Advisors's portfolio in Q2 2026, its #100 holding.
RTD Financial Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's iShares MSCI EAFE ETF position peaked at $1.17M in Q1 2022.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.