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Rice Partnership’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Rice Partnership’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.7K Buy
1,220
+286
+31% +$21.5K 0.01% 134
2025
Q4 		$66.7K Sell
934
-312
-25% -$21.7K 0.01% 140
2025
Q3 		$84.5K Buy
1,246
+312
+33% +$20.6K 0.01% 135
2025
Q2 		$59.3K Buy
+934
New +$57.1K 0.01% 135
2019
Q4 		– Sell
-324
Closed -$15K – 103
2019
Q3 		$15K Buy
+324
New +$15.1K 0.01% 93

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Rice Partnership's EFV Position: Q1 2026 in Review

Rice Partnership increased its iShares MSCI EAFE Value ETF (EFV) stake by 31% in Q1 2026, buying an estimated $21.5K and bringing the position to 1,220 shares worth $90.7K. The position accounts for 0.01% of the portfolio, ranked #134.

Rice Partnership first reported a position in EFV in Q3 2019 and has held it in 5 quarters since. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Rice Partnership held 1,220 shares of iShares MSCI EAFE Value ETF worth $90.7K as of Q1 2026.
  • Rice Partnership bought 286 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $21.5K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Rice Partnership's portfolio in Q1 2026, its #134 holding.
  • Rice Partnership first reported a position in iShares MSCI EAFE Value ETF in Q3 2019 and has held it in 5 quarters since.
  • 1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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