Rothwell Investment Advisors, LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Rothwell Investment Advisors, LLC’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	$20.7K	Buy	+213	New	+$21K	0.01%	616

Other funds holding IEFA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IEFA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2026: 213 shares worth $20.7K. The stake represents 0.01% of the portfolio and ranks #616 among its holdings.

1,604 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Rothwell Investment Advisors, LLC held 213 shares of iShares Core MSCI EAFE ETF worth $20.7K as of Q3 2026.
iShares Core MSCI EAFE ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #616 holding.
1,604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.