RA
IEFA icon

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

Riversedge 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
Q3 		$16.2M Sell
167,304
-395
-0.2% -$39K 1.99% 11
2026
Q2 		$16.2M Sell
167,699
-3,035
-2% -$292K 2.13% 13
2026
Q1 		$15.5M Sell
170,734
-3,982
-2% -$372K 2.5% 12
2025
Q4 		$15.6M Sell
174,716
-42,094
-19% -$3.72M 2.54% 13
2025
Q3 		$18.9M Sell
216,810
-6,794
-3% -$577K 3.17% 10
2025
Q2 		$18.7M Sell
223,604
-40,827
-15% -$3.24M 3.65% 9
2025
Q1 		$20M Sell
264,431
-54,012
-17% -$4.04M 4.46% 10
2024
Q4 		$22.4M Sell
318,443
-2,417
-0.8% -$178K 5.06% 6
2024
Q3 		$25M Sell
320,860
-50,288
-14% -$3.76M 5.68% 5
2024
Q2 		$27M Sell
371,148
-367,963
-50% -$27.1M 6.57% 3
2024
Q1 		$54.9M Buy
739,111
+29,363
+4% +$2.09M 13.52% 1
2023
Q4 		$49.9M Buy
709,748
+7,925
+1% +$522K 13.68% 1
2023
Q3 		$45.2M Buy
701,823
+71,278
+11% +$4.77M 13.32% 1
2023
Q2 		$42.6M Buy
630,545
+406,703
+182% +$27.6M 11.67% 1
2023
Q1 		$15M Buy
223,842
+86,064
+62% +$5.64M 4.36% 8
2022
Q4 		$8.49M Buy
137,778
+32,698
+31% +$1.92M 2.75% 9
2022
Q3 		$5.54M Buy
+105,080
New +$6.18M 2% 14
2022
Q2 		– Sell
-3,020
Closed -$210K – 71
2022
Q1 		$210K Buy
+3,020
New +$214K 0.07% 65
2020
Q1 		– Sell
-44,659
Closed -$2.91M – 35
2019
Q4 		$2.91M Buy
44,659
+6,676
+18% +$423K 3.45% 10
2019
Q3 		$2.22M Hold
37,983
– – 3.12% 10
2019
Q2 		$2.22M Buy
+37,983
New +$2.33M 3.12% 10

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Riversedge Advisors's IEFA Position: Q3 2026 in Review

Riversedge Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.24% in Q3 2026, selling an estimated $39K and leaving 167,304 shares worth $16.2M. The position accounts for 1.99% of the portfolio, ranked #11.

Riversedge Advisors first reported a position in IEFA in Q2 2019 and has held it in 21 quarters since. The position peaked at $54.9M in Q1 2024. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Riversedge Advisors held 167,304 shares of iShares Core MSCI EAFE ETF worth $16.2M as of Q3 2026.
  • Riversedge Advisors sold 395 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $39K.
  • iShares Core MSCI EAFE ETF made up 1.99% of Riversedge Advisors's portfolio in Q3 2026, its #11 holding.
  • Riversedge Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 21 quarters since.
  • Riversedge Advisors's iShares Core MSCI EAFE ETF position peaked at $54.9M in Q1 2024.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.