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

Roth 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 		$73.9M Sell
762,710
-939
-0.1% -$92.7K 22.08% 2
2026
Q2 		$73.8M Buy
763,649
+22,974
+3% +$2.21M 21.93% 2
2026
Q1 		$67.1M Sell
740,675
-2,438
-0.3% -$228K 22.89% 1
2025
Q4 		$66.5M Buy
743,113
+691
+0.1% +$61.1K 21.93% 1
2025
Q3 		$64.8M Sell
742,422
-6,437
-0.9% -$547K 21.84% 1
2025
Q2 		$62.5M Sell
748,859
-4,866
-0.6% -$386K 22.54% 1
2025
Q1 		$57M Buy
753,725
+17,639
+2% +$1.32M 22.52% 1
2024
Q4 		$51.7M Buy
736,086
+51,370
+8% +$3.79M 20.59% 2
2024
Q3 		$53.4M Buy
684,716
+26,023
+4% +$1.95M 21.34% 1
2024
Q2 		$47.8M Buy
658,693
+20,199
+3% +$1.49M 20.64% 1
2024
Q1 		$47.4M Buy
638,494
+64,929
+11% +$4.62M 20.99% 2
2023
Q4 		$40.4M Buy
573,565
+41,780
+8% +$2.75M 20.66% 1
2023
Q3 		$34.2M Buy
531,785
+34,263
+7% +$2.29M 21.41% 1
2023
Q2 		$33.6M Buy
497,522
+8,950
+2% +$607K 21.06% 2
2023
Q1 		$32.7M Buy
488,572
+12,967
+3% +$850K 21.75% 1
2022
Q4 		$29.3M Buy
475,605
+9,775
+2% +$575K 21.18% 1
2022
Q3 		$24.5M Buy
465,830
+66,432
+17% +$3.91M 19.68% 2
2022
Q2 		$23.5M Buy
399,398
+17,347
+5% +$1.11M 18.76% 2
2022
Q1 		$26.6M Buy
382,051
+22,997
+6% +$1.63M 19.17% 2
2021
Q4 		$26.8M Buy
359,054
+15,168
+4% +$1.14M 19.08% 3
2021
Q3 		$25.5M Buy
343,886
+2,473
+0.7% +$188K 19.81% 2
2021
Q2 		$25.6M Buy
341,413
+1,247
+0.4% +$94.1K 19.69% 2
2021
Q1 		$24.5M Buy
340,166
+10,178
+3% +$727K 20.27% 2
2020
Q4 		$22.8M Buy
+329,988
New +$21.3M 22.59% 1

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

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

Roth Financial Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.12% in Q3 2026, selling an estimated $92.7K and leaving 762,710 shares worth $73.9M. The position accounts for 22.08% of the portfolio, ranked #2.

Roth Financial Partners first reported a position in IEFA in Q4 2020 and has held it in 24 quarters since. 47 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Roth Financial Partners held 762,710 shares of iShares Core MSCI EAFE ETF worth $73.9M as of Q3 2026.
  • Roth Financial Partners sold 939 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $92.7K.
  • iShares Core MSCI EAFE ETF made up 22.08% of Roth Financial Partners's portfolio in Q3 2026, its #2 holding.
  • Roth Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 24 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Roth Financial Partners's 13F filing for Q3 2026, filed 6 Oct 2026.