Ridgewood Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ridgewood Investments’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
2025 Q1	–	Sell	-16	Closed	-$1.12K	–	709
2024 Q4	$1.12K	Hold	16	–	–	﹤0.01%	673
2024 Q3	$1.25K	Sell	16 -4,000	-100%	-$299K	﹤0.01%	681
2024 Q2	$292K	Hold	4,016	–	–	0.15%	150
2024 Q1	$298K	Sell	4,016 -1,767	-31%	-$126K	0.16%	149
2023 Q4	$407K	Hold	5,783	–	–	0.24%	122
2023 Q3	$372K	Hold	5,783	–	–	0.24%	122
2023 Q2	$390K	Hold	5,783	–	–	0.22%	121
2023 Q1	$387K	Hold	5,783	–	–	0.24%	113
2022 Q4	$356K	Hold	5,783	–	–	0.25%	126
2022 Q3	$305K	Sell	5,783 -2,410	-29%	-$142K	0.25%	129
2022 Q2	$482K	Sell	8,193 -430	-5%	-$27.6K	0.38%	89
2022 Q1	$599K	Hold	8,623	–	–	0.39%	89
2021 Q4	$644K	Hold	8,623	–	–	0.41%	86
2021 Q3	$640K	Hold	8,623	–	–	0.43%	81
2021 Q2	$646K	Hold	8,623	–	–	0.41%	87
2021 Q1	$621K	Buy	+8,623	New	+$616K	0.38%	93

Other funds holding IEFA

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ridgewood Investments's IEFA Position: Q1 2025 in Review

Ridgewood Investments sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 16 shares — an estimated $1.12K sold.

Ridgewood Investments first reported a position in IEFA in Q1 2021 and held it in 16 quarters. The position peaked at $646K in Q2 2021. 2,041 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

Ridgewood Investments reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Ridgewood Investments sold 16 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $1.12K.
Ridgewood Investments first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and held it in 16 quarters.
Ridgewood Investments's iShares Core MSCI EAFE ETF position peaked at $646K in Q2 2021.
2,041 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.