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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rice Partnership's EFA Position: Q1 2026 in Review

Rice Partnership held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 1,906 shares worth $185K. The position accounts for 0.03% of the portfolio, ranked #113.

Rice Partnership first reported a position in EFA in Q3 2019 and has held it in 10 quarters since. The position peaked at $203K in Q3 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Rice Partnership held 1,906 shares of iShares MSCI EAFE ETF worth $185K as of Q1 2026.
Rice Partnership left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.03% of Rice Partnership's portfolio in Q1 2026, its #113 holding.
Rice Partnership first reported a position in iShares MSCI EAFE ETF in Q3 2019 and has held it in 10 quarters since.
Rice Partnership's iShares MSCI EAFE ETF position peaked at $203K in Q3 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Rice Partnership's 13F filing for Q1 2026, filed 7 May 2026.