Rothschild Capital Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Rothschild Capital 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	$298K	Hold	3,290	–	–	0.07%	83
2025 Q4	$294K	Buy	3,290 +57	+2%	+$5.04K	0.07%	67
2025 Q3	$282K	Hold	3,233	–	–	0.07%	76
2025 Q2	$270K	Buy	3,233 +53	+2%	+$4.21K	0.07%	70
2025 Q1	$241K	Hold	3,180	–	–	0.06%	79
2024 Q4	$223K	Buy	3,180 +51	+2%	+$3.76K	0.05%	91
2024 Q3	$244K	Hold	3,129	–	–	0.07%	47
2024 Q2	$227K	Buy	+3,129	New	+$230K	0.06%	47

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

Rothschild Capital Partners's IEFA Position: Q1 2026 in Review

Rothschild Capital Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 3,290 shares worth $298K. The position accounts for 0.07% of the portfolio, ranked #83.

Rothschild Capital Partners first reported a position in IEFA in Q2 2024 and has held it in 8 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Rothschild Capital Partners held 3,290 shares of iShares Core MSCI EAFE ETF worth $298K as of Q1 2026.
Rothschild Capital Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.07% of Rothschild Capital Partners's portfolio in Q1 2026, its #83 holding.
Rothschild Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.