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 Q2	$323K	Buy	3,339 +49	+1%	+$4.71K	0.07%	84
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rothschild Capital Partners's IEFA Position: Q2 2026 in Review

Rothschild Capital Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q2 2026, buying an estimated $4.71K and bringing the position to 3,339 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #84.

Rothschild Capital Partners first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Rothschild Capital Partners held 3,339 shares of iShares Core MSCI EAFE ETF worth $323K as of Q2 2026.
Rothschild Capital Partners bought 49 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.71K.
iShares Core MSCI EAFE ETF made up 0.07% of Rothschild Capital Partners's portfolio in Q2 2026, its #84 holding.
Rothschild Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.