Rise Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Rise Advisors’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	-2,482	Closed	-$174K	–	1529
2024 Q4	$174K	Sell	2,482 -454	-15%	-$33.5K	0.08%	94
2024 Q3	$229K	Sell	2,936 -466	-14%	-$34.9K	0.11%	82
2024 Q2	$247K	Sell	3,402 -452	-12%	-$33.3K	0.13%	79
2024 Q1	$286K	Sell	3,854 -693	-15%	-$49.3K	0.15%	67
2023 Q4	$320K	Sell	4,547 -35	-0.8%	-$2.31K	0.22%	43
2023 Q3	$295K	Sell	4,582 -9,244	-67%	-$619K	0.23%	39
2023 Q2	$933K	Sell	13,826 -519	-4%	-$35.2K	0.72%	16
2023 Q1	$959K	Sell	14,345 -2,461	-15%	-$161K	0.72%	16
2022 Q4	$1.04M	Sell	16,806 -4,201	-20%	-$247K	0.83%	18
2022 Q3	$1.11M	Sell	21,007 -1,097	-5%	-$64.5K	0.92%	18
2022 Q2	$1.3M	Sell	22,104 -174	-0.8%	-$11.2K	1.31%	15
2022 Q1	$1.55M	Sell	22,278 -4,528	-17%	-$320K	1.39%	16
2021 Q4	$2M	Buy	+26,806	New	+$2.01M	1.91%	14

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Rise Advisors's IEFA Position: Q1 2025 in Review

Rise Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 2,482 shares — an estimated $174K sold.

Rise Advisors first reported a position in IEFA in Q4 2021 and held it in 13 quarters. The position peaked at $2M in Q4 2021. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

Rise Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 2,482 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $174K.
Rise Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 13 quarters.
Rise Advisors's iShares Core MSCI EAFE ETF position peaked at $2M in Q4 2021.
2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

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