Root Financial Partners
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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
Q3 		$244K Buy
+2,344
New +$248K 0.01% 375
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

Truist Financial
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Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Root Financial Partners's EFA Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI EAFE ETF (EFA) in Q3 2026: 2,344 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EFA as recently as Q1 2026.

Root Financial Partners first reported a position in EFA in Q3 2025 and has held it in 4 quarters since. 1,080 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Root Financial Partners held 2,344 shares of iShares MSCI EAFE ETF worth $244K as of Q3 2026.
  • iShares MSCI EAFE ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #375 holding.
  • Root Financial Partners first reported a position in iShares MSCI EAFE ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,080 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.