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Rockwood Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Rockwood Wealth Management’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 		$2.58M Buy
26,712
+5,148
+24% +$494K 0.16% 26
2026
Q1 		$1.95M Buy
21,564
+1,481
+7% +$138K 0.14% 28
2025
Q4 		$1.8M Buy
20,083
+274
+1% +$24.2K 0.13% 30
2025
Q3 		$1.73M Buy
19,809
+2,184
+12% +$186K 0.14% 29
2025
Q2 		$1.47M Sell
17,625
-46
-0.3% -$3.65K 0.13% 33
2025
Q1 		$1.34M Buy
17,671
+550
+3% +$41.1K 0.14% 33
2024
Q4 		$1.2M Sell
17,121
-1,822
-10% -$134K 0.13% 33
2024
Q3 		$1.48M Buy
18,943
+1,513
+9% +$113K 0.16% 31
2024
Q2 		$1.27M Buy
17,430
+167
+1% +$12.3K 0.15% 33
2024
Q1 		$1.28M Buy
17,263
+2,737
+19% +$195K 0.17% 29
2023
Q4 		$1.02M Buy
14,526
+81
+0.6% +$5.34K 0.15% 32
2023
Q3 		$930K Sell
14,445
-25
-0.2% -$1.67K 0.16% 28
2023
Q2 		$977K Sell
14,470
-135
-0.9% -$9.15K 0.17% 29
2023
Q1 		$976K Sell
14,605
-13
-0.1% -$852 0.19% 28
2022
Q4 		$901K Buy
14,618
+271
+2% +$15.9K 0.21% 28
2022
Q3 		$756K Sell
14,347
-2,587
-15% -$152K 0.24% 26
2022
Q2 		$997K Sell
16,934
-640
-4% -$41.1K 0.47% 17
2022
Q1 		$1.22M Buy
17,574
+13,113
+294% +$928K 0.59% 12
2021
Q4 		$333K Buy
+4,461
New +$335K 0.15% 81

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Rockwood Wealth Management's IEFA Position: Q2 2026 in Review

Rockwood Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 24% in Q2 2026, buying an estimated $494K and bringing the position to 26,712 shares worth $2.58M. The position accounts for 0.16% of the portfolio, ranked #26.

Rockwood Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Rockwood Wealth Management held 26,712 shares of iShares Core MSCI EAFE ETF worth $2.58M as of Q2 2026.
  • Rockwood Wealth Management bought 5,148 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $494K.
  • iShares Core MSCI EAFE ETF made up 0.16% of Rockwood Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Rockwood Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.