Rothschild Investment LLC’s iShares MSCI EAFE ETF EFA Stock Holding History

Rothschild Investment LLC’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.56M	Buy	46,919 +1,850	+4%	+$185K	0.24%	96
2025 Q4	$4.33M	Buy	45,069 +3,211	+8%	+$305K	0.24%	93
2025 Q3	$3.91M	Buy	41,858 +2,135	+5%	+$194K	0.22%	102
2025 Q2	$3.55M	Buy	39,723 +10,483	+36%	+$895K	0.22%	104
2025 Q1	$2.39M	Buy	29,240 +2,835	+11%	+$228K	0.16%	129
2024 Q4	$2M	Buy	26,405 +8	+0%	+$634	0.13%	146
2024 Q3	$2.21M	Buy	26,397 +804	+3%	+$64.7K	0.14%	134
2024 Q2	$2M	Buy	25,593 +10	+0%	+$792	0.14%	134
2024 Q1	$2.04M	Buy	25,583 +110	+0.4%	+$8.41K	0.15%	130
2023 Q4	$1.92M	Sell	25,473 -1,195	-4%	-$84.5K	0.16%	121
2023 Q3	$1.84M	Sell	26,668 -200	-0.7%	-$14.3K	0.16%	134
2023 Q2	$1.95M	Sell	26,868 -69	-0.3%	-$5.01K	0.16%	130
2023 Q1	$1.93M	Buy	26,937 +1,623	+6%	+$114K	0.17%	131
2022 Q4	$1.66M	Sell	25,314 -350	-1%	-$21.9K	0.15%	142
2022 Q3	$1.44M	Sell	25,664 -200	-0.8%	-$12.5K	0.14%	154
2022 Q2	$1.62M	Buy	25,864 +100	+0.4%	+$6.81K	0.15%	143
2022 Q1	$1.9M	Sell	25,764 -200	-0.8%	-$15K	0.15%	145
2021 Q4	$2.04M	Sell	25,964 -100	-0.4%	-$7.92K	0.16%	135
2021 Q3	$2.03M	Buy	26,064 +200	+0.8%	+$16K	0.17%	134
2021 Q2	$2.04M	Buy	25,864 +1,022	+4%	+$81.2K	0.16%	136
2021 Q1	$1.89M	Buy	24,842 +500	+2%	+$37.6K	0.16%	136
2020 Q4	$1.78M	Buy	24,342 +17	+0.1%	+$1.16K	0.17%	127
2020 Q3	$1.55M	Sell	24,325 -1,050	-4%	-$67.2K	0.17%	124
2020 Q2	$1.54M	Sell	25,375 -9,415	-27%	-$544K	0.19%	124
2020 Q1	$1.86M	Sell	34,790 -1,462	-4%	-$92.8K	0.24%	107
2019 Q4	$2.52M	Buy	36,252 +820	+2%	+$55.4K	0.25%	111
2019 Q3	$2.31M	Sell	35,432 -6,920	-16%	-$446K	0.27%	107
2019 Q2	$2.78M	Sell	42,352 -3,050	-7%	-$200K	0.33%	88
2019 Q1	$2.94M	Sell	45,402 -6,421	-12%	-$405K	0.35%	83
2018 Q4	$3.05M	Sell	51,823 -1,885	-4%	-$118K	0.41%	69
2018 Q3	$3.65M	Buy	53,708 +550	+1%	+$37.1K	0.43%	65
2018 Q2	$3.56M	Sell	53,158 -5,865	-10%	-$411K	0.45%	63
2018 Q1	$4.11M	Buy	59,023 +3,019	+5%	+$215K	0.53%	52
2017 Q4	$3.94M	Buy	56,004 +4,250	+8%	+$296K	0.43%	59
2017 Q3	$3.54M	Sell	51,754 -40,988	-44%	-$2.74M	0.4%	59
2017 Q2	$6.05M	Buy	92,742 +4,169	+5%	+$270K	0.69%	40
2017 Q1	$5.52M	Buy	88,573 +10,657	+14%	+$644K	0.64%	41
2016 Q4	$4.5M	Buy	77,916 +4,084	+6%	+$236K	0.54%	50
2016 Q3	$4.37M	Buy	73,832 +12,003	+19%	+$696K	0.53%	49
2016 Q2	$3.45M	Buy	61,829 +3,583	+6%	+$206K	0.44%	67
2016 Q1	$3.33M	Buy	58,246 +12,312	+27%	+$679K	0.43%	66
2015 Q4	$2.7M	Buy	45,934 +100	+0.2%	+$6.02K	0.34%	76
2015 Q3	$2.63M	Sell	45,834 -250	-0.5%	-$15.4K	0.35%	73
2015 Q2	$2.93M	Buy	+46,084	New	+$3.07M	0.34%	74

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rothschild Investment LLC's EFA Position: Q1 2026 in Review

Rothschild Investment LLC increased its iShares MSCI EAFE ETF (EFA) stake by 4.1% in Q1 2026, buying an estimated $185K and bringing the position to 46,919 shares worth $4.56M. The position accounts for 0.24% of the portfolio, ranked #96.

Rothschild Investment LLC first reported a position in EFA in Q2 2015 and has held it in 44 quarters since. The position peaked at $6.05M in Q2 2017. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Rothschild Investment LLC held 46,919 shares of iShares MSCI EAFE ETF worth $4.56M as of Q1 2026.
Rothschild Investment LLC bought 1,850 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $185K.
iShares MSCI EAFE ETF made up 0.24% of Rothschild Investment LLC's portfolio in Q1 2026, its #96 holding.
Rothschild Investment LLC first reported a position in iShares MSCI EAFE ETF in Q2 2015 and has held it in 44 quarters since.
Rothschild Investment LLC's iShares MSCI EAFE ETF position peaked at $6.05M in Q2 2017.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.