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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rice Partnership's IEFA Position: Q1 2026 in Review

Rice Partnership held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 857 shares worth $77.6K. The position accounts for 0.01% of the portfolio, ranked #141.

Rice Partnership first reported a position in IEFA in Q3 2021 and has held it in 8 quarters since. The position peaked at $93K in Q3 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Rice Partnership held 857 shares of iShares Core MSCI EAFE ETF worth $77.6K as of Q1 2026.
Rice Partnership left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.01% of Rice Partnership's portfolio in Q1 2026, its #141 holding.
Rice Partnership first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 8 quarters since.
Rice Partnership's iShares Core MSCI EAFE ETF position peaked at $93K in Q3 2021.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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