Root Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Root Financial Partners’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,364	Closed	-$132K	–	1204
2026 Q1	$132K	Buy	1,364 +60	+5%	+$6K	0.01%	454
2025 Q4	$125K	Hold	1,304	–	–	0.01%	396
2025 Q3	$122K	Buy	+1,304	New	+$119K	0.01%	383

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Root Financial Partners's EFA Position: Q2 2026 in Review

Root Financial Partners sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 1,364 shares — an estimated $132K sold.

Root Financial Partners first reported a position in EFA in Q3 2025 and held it in 3 quarters. The position peaked at $132K in Q1 2026. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Root Financial Partners reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,364 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $132K.
Root Financial Partners first reported a position in iShares MSCI EAFE ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's iShares MSCI EAFE ETF position peaked at $132K in Q1 2026.
2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.