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Rise Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Rise Advisors’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
2025
Q1 		– Sell
-253
Closed -$19.1K – 1518
2024
Q4 		$19.1K Buy
253
+3
+1% +$238 0.01% 689
2024
Q3 		$20.9K Hold
250
– – 0.01% 654
2024
Q2 		$19.6K Buy
250
+5
+2% +$396 0.01% 652
2024
Q1 		$19.6K Hold
245
– – 0.01% 663
2023
Q4 		$18.5K Sell
245
-296
-55% -$20.9K 0.01% 256
2023
Q3 		$37.3K Hold
541
– – 0.03% 165
2023
Q2 		$39.2K Sell
541
-102
-16% -$7.41K 0.03% 171
2023
Q1 		$46K Buy
643
+112
+21% +$7.83K 0.03% 157
2022
Q4 		$34.9K Buy
531
+2
+0.4% +$125 0.03% 182
2022
Q3 		$30K Hold
529
– – 0.02% 199
2022
Q2 		$33K Buy
529
+12
+2% +$817 0.03% 179
2022
Q1 		$38K Sell
517
-128
-20% -$9.57K 0.03% 173
2021
Q4 		$50.8K Buy
+645
New +$51.1K 0.05% 145

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rise Advisors's EFA Position: Q1 2025 in Review

Rise Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2025, closing a stake of 253 shares — an estimated $19.1K sold.

Rise Advisors first reported a position in EFA in Q4 2021 and held it in 13 quarters. The position peaked at $50.8K in Q4 2021. 1,958 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • Rise Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Rise Advisors sold 253 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $19.1K.
  • Rise Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 13 quarters.
  • Rise Advisors's iShares MSCI EAFE ETF position peaked at $50.8K in Q4 2021.
  • 1,958 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.