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Matthew Hamilton Rosenberg’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Matthew Hamilton Rosenberg’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 		$509K Buy
5,249
+133
+3% +$13.1K 0.09% 113
2026
Q2 		$494K Buy
5,116
+685
+15% +$65.8K 0.09% 110
2026
Q1 		$401K Sell
4,431
-355
-7% -$33.1K 0.08% 115
2025
Q4 		$428K Sell
4,786
-288
-6% -$25.5K 0.09% 100
2025
Q3 		$443K Sell
5,074
-185
-4% -$15.7K 0.1% 97
2025
Q2 		$439K Buy
5,259
+454
+9% +$36K 0.1% 89
2025
Q1 		$363K Sell
4,805
-395
-8% -$29.5K 0.09% 99
2024
Q4 		$365K Sell
5,200
-53
-1% -$3.91K 0.1% 98
2024
Q3 		$410K Buy
5,253
+57
+1% +$4.27K 0.11% 87
2024
Q2 		$378K Buy
5,196
+2,575
+98% +$189K 0.11% 89
2024
Q1 		$194K Sell
2,621
-37
-1% -$2.63K 0.06% 193
2023
Q4 		$187K Buy
2,658
+83
+3% +$5.47K 0.06% 191
2023
Q3 		$166K Buy
2,575
+39
+2% +$2.61K 0.06% 201
2023
Q2 		$171K Sell
2,536
-8,292
-77% -$562K 0.06% 199
2023
Q1 		$724K Buy
10,828
+47
+0.4% +$3.08K 0.23% 51
2022
Q4 		$665K Sell
10,781
-1,903
-15% -$112K 0.23% 57
2022
Q3 		$668K Sell
12,684
-4,499
-26% -$265K 0.26% 52
2022
Q2 		$1.01M Buy
17,183
+1,366
+9% +$87.6K 0.38% 42
2022
Q1 		$1.1M Buy
15,817
+4,363
+38% +$309K 0.38% 42
2021
Q4 		$855K Buy
11,454
+56
+0.5% +$4.21K 0.3% 49
2021
Q3 		$846K Buy
11,398
+11,309
+12,707% +$860K 0.33% 42
2021
Q2 		$7K Hold
89
– – ﹤0.01% 534
2021
Q1 		$6K Sell
89
-6
-6% -$429 ﹤0.01% 518
2020
Q4 		$6K Sell
95
-6
-6% -$388 ﹤0.01% 502
2020
Q3 		$6K Hold
101
– – ﹤0.01% 487
2020
Q2 		$6K Sell
101
-2,446
-96% -$133K ﹤0.01% 509
2020
Q1 		$128K Buy
+2,547
New +$152K 0.13% 94

Other funds holding IEFA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Matthew Hamilton Rosenberg's IEFA Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q3 2026, buying an estimated $13.1K and bringing the position to 5,249 shares worth $509K. The position accounts for 0.09% of the portfolio, ranked #113.

Matthew Hamilton Rosenberg first reported a position in IEFA in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.1M in Q1 2022. 1,604 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Matthew Hamilton Rosenberg held 5,249 shares of iShares Core MSCI EAFE ETF worth $509K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 133 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $13.1K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #113 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's iShares Core MSCI EAFE ETF position peaked at $1.1M in Q1 2022.
  • 1,604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.