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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Roth Financial Partners's IEFA Position: Q2 2026 in Review

Roth Financial Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.1% in Q2 2026, buying an estimated $2.21M and bringing the position to 763,649 shares worth $73.8M. The position accounts for 21.93% of the portfolio, ranked #2.

Roth Financial Partners first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,444 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Roth Financial Partners held 763,649 shares of iShares Core MSCI EAFE ETF worth $73.8M as of Q2 2026.
  • Roth Financial Partners bought 22,974 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.21M.
  • iShares Core MSCI EAFE ETF made up 21.93% of Roth Financial Partners's portfolio in Q2 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 23 quarters since.
  • 2,444 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Roth Financial Partners's 13F filing for Q2 2026, filed 14 Jul 2026.