Root Financial Partners
EFG icon

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

Root Financial Partners’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$47.8K Buy
+399
New +$48.9K ﹤0.01% 1113
2026
Q2 		– Sell
-327
Closed -$36.4K – 1206
2026
Q1 		$36.4K Sell
327
-362
-53% -$42.6K ﹤0.01% 1020
2025
Q4 		$78.5K Sell
689
-9
-1% -$1.03K ﹤0.01% 550
2025
Q3 		$79.5K Buy
+698
New +$77.8K ﹤0.01% 518

Other funds holding EFG

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q3 2026: 399 shares worth $47.8K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EFG as recently as Q1 2026.

Root Financial Partners first reported a position in EFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $79.5K in Q3 2025. 471 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Root Financial Partners held 399 shares of iShares MSCI EAFE Growth ETF worth $47.8K as of Q3 2026.
  • iShares MSCI EAFE Growth ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1113 holding.
  • Root Financial Partners first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares MSCI EAFE Growth ETF position peaked at $79.5K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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