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

RTD Financial Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$427K	Sell	4,424 -12	-0.3%	-$1.15K	0.05%	101
2026 Q1	$402K	Buy	4,436 +689	+18%	+$64.3K	0.05%	92
2025 Q4	$335K	Hold	3,747	–	–	0.04%	100
2025 Q3	$327K	Buy	3,747 +300	+9%	+$25.5K	0.04%	95
2025 Q2	$288K	Buy	+3,447	New	+$274K	0.04%	94
2025 Q1	–	Sell	-4,861	Closed	-$342K	–	119
2024 Q4	$342K	Sell	4,861 -71	-1%	-$5.24K	0.04%	98
2024 Q3	$385K	Sell	4,932 -740	-13%	-$55.4K	0.05%	95
2024 Q2	$412K	Sell	5,672 -42	-0.7%	-$3.09K	0.06%	89
2024 Q1	$424K	Sell	5,714 -551	-9%	-$39.2K	0.06%	80
2023 Q4	$441K	Buy	6,265 +1,616	+35%	+$107K	0.06%	80
2023 Q3	$299K	Sell	4,649 -132	-3%	-$8.84K	0.05%	90
2023 Q2	$323K	Buy	4,781 +152	+3%	+$10.3K	0.05%	89
2023 Q1	$309K	Hold	4,629	–	–	0.05%	88
2022 Q4	$285K	Buy	4,629 +225	+5%	+$13.2K	0.05%	88
2022 Q3	$232K	Buy	+4,404	New	+$259K	0.04%	87
2022 Q2	–	Sell	-4,065	Closed	-$283K	–	112
2022 Q1	$283K	Buy	4,065 +783	+24%	+$55.4K	0.04%	97
2021 Q4	$245K	Buy	+3,282	New	+$247K	0.03%	108

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

RTD Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.27% in Q2 2026, selling an estimated $1.15K and leaving 4,424 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #101.

RTD Financial Advisors first reported a position in IEFA in Q4 2021 and has held it in 17 quarters since. The position peaked at $441K in Q4 2023. 967 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

RTD Financial Advisors held 4,424 shares of iShares Core MSCI EAFE ETF worth $427K as of Q2 2026.
RTD Financial Advisors sold 12 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.15K.
iShares Core MSCI EAFE ETF made up 0.05% of RTD Financial Advisors's portfolio in Q2 2026, its #101 holding.
RTD Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
RTD Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $441K in Q4 2023.
967 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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