Rice Partnership’s iShares MSCI EAFE ETF EFA Stock Holding History

Rice Partnership’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	$133K	Sell	1,281 -625	-33%	-$64.3K	0.02%	128
2026 Q1	$185K	Hold	1,906	–	–	0.03%	113
2025 Q4	$183K	Sell	1,906 -263	-12%	-$24.9K	0.02%	112
2025 Q3	$203K	Buy	2,169 +1,172	+118%	+$107K	0.03%	111
2025 Q2	$89.1K	Buy	997 +267	+37%	+$22.8K	0.02%	121
2025 Q1	$59.7K	Buy	730 +372	+104%	+$30K	0.01%	115
2024 Q4	$27.1K	Hold	358	–	–	0.01%	146
2024 Q3	$29.9K	Buy	+358	New	+$28.8K	0.01%	145
2020 Q2	–	Sell	-1,262	Closed	-$67K	–	92
2020 Q1	$67K	Hold	1,262	–	–	0.05%	72
2019 Q4	$88K	Hold	1,262	–	–	0.05%	80
2019 Q3	$82K	Buy	+1,262	New	+$81.3K	0.05%	82

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Rice Partnership's EFA Position: Q2 2026 in Review

Rice Partnership reduced its iShares MSCI EAFE ETF (EFA) stake by 33% in Q2 2026, selling an estimated $64.3K and leaving 1,281 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #128.

Rice Partnership first reported a position in EFA in Q3 2019 and has held it in 11 quarters since. The position peaked at $203K in Q3 2025. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Rice Partnership held 1,281 shares of iShares MSCI EAFE ETF worth $133K as of Q2 2026.
Rice Partnership sold 625 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $64.3K.
iShares MSCI EAFE ETF made up 0.02% of Rice Partnership's portfolio in Q2 2026, its #128 holding.
Rice Partnership first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 11 quarters since.
Rice Partnership's iShares MSCI EAFE ETF position peaked at $203K in Q3 2025.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.