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Rappaport Reiches Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Rappaport Reiches Capital 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
Q1 		$214K Buy
+2,620
New +$211K 0.05% 114
2024
Q4 		– Sell
-2,620
Closed -$219K – 111
2024
Q3 		$219K Buy
+2,620
New +$211K 0.06% 103

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rappaport Reiches Capital Management's EFA Position: Q1 2025 in Review

Rappaport Reiches Capital Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2025: 2,620 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #114 among its holdings. This is a return to the name: Rappaport Reiches Capital Management previously reported a position in EFA as recently as Q3 2024.

Rappaport Reiches Capital Management first reported a position in EFA in Q3 2024 and has held it in 2 quarters since. The position peaked at $219K in Q3 2024. 1,959 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Rappaport Reiches Capital Management held 2,620 shares of iShares MSCI EAFE ETF worth $214K as of Q1 2025.
  • iShares MSCI EAFE ETF was a new Rappaport Reiches Capital Management position in Q1 2025.
  • iShares MSCI EAFE ETF made up 0.05% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #114 holding.
  • Rappaport Reiches Capital Management first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 2 quarters since.
  • Rappaport Reiches Capital Management's iShares MSCI EAFE ETF position peaked at $219K in Q3 2024.
  • 1,959 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.