Root Financial Partners
IEFA icon

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

Root Financial Partners’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.33M Buy
13,720
+82
+0.6% +$8.1K 0.04% 104
2026
Q2 		$1.32M Buy
13,638
+1,619
+13% +$156K 0.05% 99
2026
Q1 		$1.09M Buy
12,019
+4,332
+56% +$404K 0.05% 99
2025
Q4 		$688K Sell
7,687
-1,224
-14% -$108K 0.04% 129
2025
Q3 		$778K Buy
8,911
+1,227
+16% +$104K 0.05% 100
2025
Q2 		$641K Sell
7,684
-1,099
-13% -$87.2K 0.06% 100
2025
Q1 		$665K Buy
8,783
+3,334
+61% +$249K 0.07% 92
2024
Q4 		$383K Buy
5,449
+1,602
+42% +$118K 0.05% 130
2024
Q3 		$300K Sell
3,847
-1,526
-28% -$114K 0.05% 128
2024
Q2 		$390K Buy
5,373
+396
+8% +$29.1K 0.09% 82
2024
Q1 		$369K Buy
+4,977
New +$354K 0.11% 68

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SignatureFD
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Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

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

Root Financial Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.6% in Q3 2026, buying an estimated $8.1K and bringing the position to 13,720 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #104.

Root Financial Partners first reported a position in IEFA in Q1 2024 and has held it in 11 quarters since. 1,149 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Root Financial Partners held 13,720 shares of iShares Core MSCI EAFE ETF worth $1.33M as of Q3 2026.
  • Root Financial Partners bought 82 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $8.1K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #104 holding.
  • Root Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,149 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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