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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
Q1 		$163K Buy
2,196
+535
+32% +$40.2K 0.01% 386
2025
Q4 		$119K Buy
1,661
+183
+12% +$12.7K 0.01% 414
2025
Q3 		$100K Buy
+1,478
New +$97.4K 0.01% 451

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Root Financial Partners's EFV Position: Q1 2026 in Review

Root Financial Partners increased its iShares MSCI EAFE Value ETF (EFV) stake by 32% in Q1 2026, buying an estimated $40.2K and bringing the position to 2,196 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #386.

Root Financial Partners first reported a position in EFV in Q3 2025 and has held it in 3 quarters since. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

  • Root Financial Partners held 2,196 shares of iShares MSCI EAFE Value ETF worth $163K as of Q1 2026.
  • Root Financial Partners bought 535 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $40.2K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #386 holding.
  • Root Financial Partners first reported a position in iShares MSCI EAFE Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.