Root Financial Partners
EFV icon

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

Root Financial Partners’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$250K Buy
+6,310
New +$254K 0.01% 361
2026
Q2 		– Sell
-4,392
Closed -$163K – 1208
2026
Q1 		$163K Buy
4,392
+1,070
+32% +$40.2K 0.01% 386
2025
Q4 		$119K Buy
3,322
+366
+12% +$12.7K 0.01% 414
2025
Q3 		$100K Buy
+2,956
New +$97.4K 0.01% 451

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LPL Financial
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

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

Root Financial Partners opened a new position in iShares MSCI EAFE Value ETF (EFV) in Q3 2026: 6,310 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EFV as recently as Q1 2026.

Root Financial Partners first reported a position in EFV in Q3 2025 and has held it in 4 quarters since. 1,158 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Root Financial Partners held 6,310 shares of iShares MSCI EAFE Value ETF worth $250K as of Q3 2026.
  • iShares MSCI EAFE Value ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #361 holding.
  • Root Financial Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,158 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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