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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
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

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

RVW Wealth's EFA Position: Q2 2026 in Review

RVW Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 2.6% in Q2 2026, selling an estimated $378K and leaving 138,439 shares worth $14.4M. The position accounts for 0.95% of the portfolio, ranked #29.

RVW Wealth first reported a position in EFA in Q1 2020 and has held it in 26 quarters since. The position peaked at $38M in Q3 2021. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • RVW Wealth held 138,439 shares of iShares MSCI EAFE ETF worth $14.4M as of Q2 2026.
  • RVW Wealth sold 3,672 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $378K.
  • iShares MSCI EAFE ETF made up 0.95% of RVW Wealth's portfolio in Q2 2026, its #29 holding.
  • RVW Wealth first reported a position in iShares MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • RVW Wealth's iShares MSCI EAFE ETF position peaked at $38M in Q3 2021.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.