Rice Partnership’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Rice Partnership’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	–	Sell	-857	Closed	-$77.6K	–	178
2026 Q1	$77.6K	Hold	857	–	–	0.01%	141
2025 Q4	$76.7K	Sell	857 -43	-5%	-$3.8K	0.01%	137
2025 Q3	$78.6K	Buy	900 +43	+5%	+$3.65K	0.01%	138
2025 Q2	$71.5K	Buy	+857	New	+$68K	0.01%	129
2025 Q1	–	Sell	-582	Closed	-$40.9K	–	169
2024 Q4	$40.9K	Hold	582	–	–	0.01%	138
2024 Q3	$45.4K	Buy	582 +44	+8%	+$3.29K	0.01%	134
2024 Q2	$39.1K	Buy	+538	New	+$39.6K	0.01%	127
2021 Q4	–	Sell	-1,259	Closed	-$93K	–	145
2021 Q3	$93K	Buy	+1,259	New	+$95.8K	0.03%	97

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rice Partnership's IEFA Position: Q2 2026 in Review

Rice Partnership sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 857 shares — an estimated $77.6K sold.

Rice Partnership first reported a position in IEFA in Q3 2021 and held it in 8 quarters. The position peaked at $93K in Q3 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Rice Partnership reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Rice Partnership sold 857 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $77.6K.
Rice Partnership first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and held it in 8 quarters.
Rice Partnership's iShares Core MSCI EAFE ETF position peaked at $93K in Q3 2021.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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