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 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

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Root Financial Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 56% in Q1 2026, buying an estimated $404K and bringing the position to 12,019 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #99.

Root Financial Partners first reported a position in IEFA in Q1 2024 and has held it in 9 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Root Financial Partners held 12,019 shares of iShares Core MSCI EAFE ETF worth $1.09M as of Q1 2026.
Root Financial Partners bought 4,332 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $404K.
iShares Core MSCI EAFE ETF made up 0.05% of Root Financial Partners's portfolio in Q1 2026, its #99 holding.
Root Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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