RVW Wealth
EFA icon

RVW Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

RVW Wealth’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 		$14.2M Sell
137,032
-1,407
-1% -$149K 0.91% 27
2026
Q2 		$14.4M Sell
138,439
-3,672
-3% -$378K 0.95% 29
2026
Q1 		$13.8M Sell
142,111
-659
-0.5% -$65.9K 1.08% 25
2025
Q4 		$13.7M Sell
142,770
-6,248
-4% -$593K 1.05% 25
2025
Q3 		$13.9M Sell
149,018
-665
-0.4% -$60.5K 1.09% 26
2025
Q2 		$13.4M Sell
149,683
-4,410
-3% -$377K 1.14% 25
2025
Q1 		$12.6M Sell
154,093
-56,289
-27% -$4.54M 1.19% 25
2024
Q4 		$15.9M Sell
210,382
-9,097
-4% -$720K 1.48% 26
2024
Q3 		$18.4M Sell
219,479
-4,041
-2% -$325K 1.71% 24
2024
Q2 		$17.5M Sell
223,520
-11,659
-5% -$924K 1.75% 23
2024
Q1 		$18.8M Sell
235,179
-3,709
-2% -$284K 1.93% 18
2023
Q4 		$18M Sell
238,888
-11,060
-4% -$782K 1.98% 19
2023
Q3 		$17.2M Sell
249,948
-7,780
-3% -$557K 2.08% 19
2023
Q2 		$18.7M Sell
257,728
-9,565
-4% -$695K 2.21% 18
2023
Q1 		$19.1M Sell
267,293
-9,829
-4% -$687K 2.37% 15
2022
Q4 		$18.2M Sell
277,122
-105,483
-28% -$6.61M 2.32% 19
2022
Q3 		$21.4M Sell
382,605
-42,718
-10% -$2.66M 3.01% 8
2022
Q2 		$26.6M Sell
425,323
-47,526
-10% -$3.23M 3.56% 6
2022
Q1 		$34.8M Sell
472,849
-5,525
-1% -$413K 4.02% 5
2021
Q4 		$37.6M Sell
478,374
-14,056
-3% -$1.11M 4.2% 5
2021
Q3 		$38M Buy
492,430
+11,089
+2% +$887K 4.57% 1
2021
Q2 		$38M Buy
481,341
+28,226
+6% +$2.24M 4.75% 1
2021
Q1 		$34M Buy
453,115
+37,678
+9% +$2.84M 4.44% 1
2020
Q4 		$30M Buy
415,437
+14,604
+4% +$999K 4.4% 1
2020
Q3 		$25.5M Buy
400,833
+6,004
+2% +$384K 4.31% 1
2020
Q2 		$24M Buy
394,829
+256,377
+185% +$14.8M 4.39% 1
2020
Q1 		$7.4M Buy
+138,452
New +$8.79M 1.73% 18

Other funds holding EFA

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

RVW Wealth's EFA Position: Q3 2026 in Review

RVW Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 1% in Q3 2026, selling an estimated $149K and leaving 137,032 shares worth $14.2M. The position accounts for 0.91% of the portfolio, ranked #27.

RVW Wealth first reported a position in EFA in Q1 2020 and has held it in 27 quarters since. The position peaked at $38M in Q3 2021. 773 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • RVW Wealth held 137,032 shares of iShares MSCI EAFE ETF worth $14.2M as of Q3 2026.
  • RVW Wealth sold 1,407 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $149K.
  • iShares MSCI EAFE ETF made up 0.91% of RVW Wealth's portfolio in Q3 2026, its #27 holding.
  • RVW Wealth first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 27 quarters since.
  • RVW Wealth's iShares MSCI EAFE ETF position peaked at $38M in Q3 2021.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.