RVW Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

RVW Wealth’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	$703K	Buy	7,284 +45	+0.6%	+$4.32K	0.05%	93
2026 Q1	$655K	Buy	7,239 +100	+1%	+$9.33K	0.05%	96
2025 Q4	$639K	Buy	7,139 +85	+1%	+$7.52K	0.05%	94
2025 Q3	$616K	Hold	7,054	–	–	0.05%	91
2025 Q2	$589K	Buy	7,054 +325	+5%	+$25.8K	0.05%	88
2025 Q1	$509K	Sell	6,729 -807	-11%	-$60.3K	0.05%	89
2024 Q4	$530K	Hold	7,536	–	–	0.05%	86
2024 Q3	$588K	Hold	7,536	–	–	0.05%	86
2024 Q2	$547K	Hold	7,536	–	–	0.05%	84
2024 Q1	$559K	Hold	7,536	–	–	0.06%	86
2023 Q4	$530K	Sell	7,536 -4,280	-36%	-$282K	0.06%	91
2023 Q3	$760K	Hold	11,816	–	–	0.09%	76
2023 Q2	$798K	Sell	11,816 -63	-0.5%	-$4.27K	0.09%	80
2023 Q1	$794K	Sell	11,879 -696	-6%	-$45.6K	0.1%	82
2022 Q4	$775K	Sell	12,575 -425	-3%	-$25K	0.1%	83
2022 Q3	$685K	Buy	13,000 +4,701	+57%	+$276K	0.1%	85
2022 Q2	$488K	Sell	8,299 -6,549	-44%	-$420K	0.07%	94
2022 Q1	$1.03M	Buy	14,848 +6,151	+71%	+$435K	0.12%	71
2021 Q4	$649K	Buy	8,697 +116	+1%	+$8.72K	0.07%	83
2021 Q3	$1M	Buy	8,581 +3,227	+60%	+$245K	0.12%	70
2021 Q2	$0	Buy	5,354 +680	+15%	+$51.3K	﹤0.01%	94
2021 Q1	$1M	Sell	4,674 -26	-0.6%	-$1.86K	0.13%	77
2020 Q4	$1M	Hold	4,700	–	–	0.15%	70
2020 Q3	$283K	Hold	4,700	–	–	0.05%	85
2020 Q2	$269K	Sell	4,700 -3,811	-45%	-$207K	0.05%	82
2020 Q1	$425K	Sell	8,511 -41,628	-83%	-$2.48M	0.1%	76
2019 Q4	$3.27M	Sell	50,139 -482	-1%	-$30.6K	0.72%	34
2019 Q3	$3.09M	Buy	+50,621	New	+$3.06M	0.74%	34

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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

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

RIA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

RVW Wealth's IEFA Position: Q2 2026 in Review

RVW Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.62% in Q2 2026, buying an estimated $4.32K and bringing the position to 7,284 shares worth $703K. The position accounts for 0.05% of the portfolio, ranked #93.

RVW Wealth first reported a position in IEFA in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.27M in Q4 2019. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

RVW Wealth held 7,284 shares of iShares Core MSCI EAFE ETF worth $703K as of Q2 2026.
RVW Wealth bought 45 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.32K.
iShares Core MSCI EAFE ETF made up 0.05% of RVW Wealth's portfolio in Q2 2026, its #93 holding.
RVW Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 28 quarters since.
RVW Wealth's iShares Core MSCI EAFE ETF position peaked at $3.27M in Q4 2019.
494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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