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Ruedi Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Ruedi Wealth 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
2025
Q2 		– Sell
-150
Closed -$12.3K – 135
2025
Q1 		$12.3K Hold
150
– – ﹤0.01% 150
2024
Q4 		$11.3K Hold
150
– – ﹤0.01% 158
2024
Q3 		$12.5K Hold
150
– – ﹤0.01% 154
2024
Q2 		$11.8K Hold
150
– – ﹤0.01% 169
2024
Q1 		$12K Buy
+150
New +$11.5K 0.01% 152

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ruedi Wealth Management's EFA Position: Q2 2025 in Review

Ruedi Wealth Management sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 150 shares — an estimated $12.3K sold.

Ruedi Wealth Management first reported a position in EFA in Q1 2024 and held it in 5 quarters. The position peaked at $12.5K in Q3 2024. 2,024 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Ruedi Wealth Management reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 150 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $12.3K.
  • Ruedi Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2024 and held it in 5 quarters.
  • Ruedi Wealth Management's iShares MSCI EAFE ETF position peaked at $12.5K in Q3 2024.
  • 2,024 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.