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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Riversedge Advisors's IEFA Position: Q2 2026 in Review

Riversedge Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, selling an estimated $292K and leaving 167,699 shares worth $16.2M. The position accounts for 2.13% of the portfolio, ranked #13.

Riversedge Advisors first reported a position in IEFA in Q2 2019 and has held it in 20 quarters since. The position peaked at $54.9M in Q1 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Riversedge Advisors held 167,699 shares of iShares Core MSCI EAFE ETF worth $16.2M as of Q2 2026.
  • Riversedge Advisors sold 3,035 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $292K.
  • iShares Core MSCI EAFE ETF made up 2.13% of Riversedge Advisors's portfolio in Q2 2026, its #13 holding.
  • Riversedge Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 20 quarters since.
  • Riversedge Advisors's iShares Core MSCI EAFE ETF position peaked at $54.9M in Q1 2024.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.