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

Roberts 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	$401K	Buy	+4,432	New	+$414K	0.1%	90

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

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

Roberts Wealth Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 4,432 shares worth $401K. The stake represents 0.1% of the portfolio and ranks #90 among its holdings.

2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Roberts Wealth Advisors held 4,432 shares of iShares Core MSCI EAFE ETF worth $401K as of Q1 2026.
iShares Core MSCI EAFE ETF was a new Roberts Wealth Advisors position in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.1% of Roberts Wealth Advisors's portfolio in Q1 2026, its #90 holding.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.