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

River Wealth 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
2026 Q1	$558K	Buy	6,160 +72	+1%	+$6.72K	0.06%	145
2025 Q4	$545K	Buy	6,088 +1,448	+31%	+$128K	0.06%	145
2025 Q3	$405K	Sell	4,640 -42	-0.9%	-$3.57K	0.05%	164
2025 Q2	$391K	Sell	4,682 -1,293	-22%	-$103K	0.05%	169
2025 Q1	$452K	Sell	5,975 -415	-6%	-$31K	0.06%	151
2024 Q4	$449K	Buy	6,390 +461	+8%	+$34K	0.06%	157
2024 Q3	$463K	Buy	5,929 +2,754	+87%	+$206K	0.06%	150
2024 Q2	$231K	Sell	3,175 -469	-13%	-$34.5K	0.03%	183
2024 Q1	$270K	Sell	3,644 -1,248	-26%	-$88.8K	0.04%	179
2023 Q4	$344K	Sell	4,892 -608	-11%	-$40.1K	0.06%	165
2023 Q3	$354K	Buy	5,500 +1,886	+52%	+$126K	0.06%	160
2023 Q2	$244K	Buy	+3,614	New	+$245K	0.04%	191
2022 Q3	–	Sell	-4,389	Closed	-$258K	–	203
2022 Q2	$258K	Sell	4,389 -52	-1%	-$3.34K	0.05%	194
2022 Q1	$309K	Sell	4,441 -20	-0.4%	-$1.42K	0.05%	188
2021 Q4	$333K	Sell	4,461 -137	-3%	-$10.3K	0.05%	185
2021 Q3	$341K	Sell	4,598 -177	-4%	-$13.5K	0.06%	177
2021 Q2	$357K	Buy	4,775 +94	+2%	+$7.1K	0.06%	174
2021 Q1	$337K	Sell	4,681 -209	-4%	-$14.9K	0.06%	173
2020 Q4	$338K	Buy	4,890 +649	+15%	+$42K	0.07%	170
2020 Q3	$256K	Buy	+4,241	New	+$256K	0.07%	174
2020 Q1	–	Sell	-6,476	Closed	-$422K	–	163
2019 Q4	$422K	Buy	6,476 +241	+4%	+$15.3K	0.14%	126
2019 Q3	$381K	Buy	6,235 +624	+11%	+$37.7K	0.14%	126
2019 Q2	$345K	Buy	5,611 +303	+6%	+$18.6K	0.13%	134
2019 Q1	$323K	Sell	5,308 -252	-5%	-$14.9K	0.14%	134
2018 Q4	$306K	Sell	5,560 -2,173	-28%	-$127K	0.14%	131
2018 Q3	$496K	Buy	7,733 +1,216	+19%	+$77.5K	0.18%	118
2018 Q2	$413K	Buy	6,517 +424	+7%	+$28.1K	0.16%	123
2018 Q1	$401K	Buy	6,093 +2,716	+80%	+$182K	0.17%	127
2017 Q4	$223K	Buy	+3,377	New	+$220K	0.09%	154

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

River Wealth Advisors's IEFA Position: Q1 2026 in Review

River Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.2% in Q1 2026, buying an estimated $6.72K and bringing the position to 6,160 shares worth $558K. The position accounts for 0.06% of the portfolio, ranked #145.

River Wealth Advisors first reported a position in IEFA in Q4 2017 and has held it in 29 quarters since. 2,400 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

River Wealth Advisors held 6,160 shares of iShares Core MSCI EAFE ETF worth $558K as of Q1 2026.
River Wealth Advisors bought 72 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $6.72K.
iShares Core MSCI EAFE ETF made up 0.06% of River Wealth Advisors's portfolio in Q1 2026, its #145 holding.
River Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 29 quarters since.
2,400 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.