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

Rothschild Investment LLC’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	$664K	Buy	6,872 +2,314	+51%	+$222K	0.02%	516
2026 Q1	$413K	Buy	4,558 +1,421	+45%	+$133K	0.02%	453
2025 Q4	$281K	Buy	3,137 +307	+11%	+$27.1K	0.02%	511
2025 Q3	$247K	Hold	2,830	–	–	0.01%	538
2025 Q2	$236K	Buy	2,830 +120	+4%	+$9.52K	0.01%	469
2025 Q1	$205K	Hold	2,710	–	–	0.01%	497
2024 Q4	$190K	Hold	2,710	–	–	0.01%	514
2024 Q3	$212K	Hold	2,710	–	–	0.01%	499
2024 Q2	$197K	Hold	2,710	–	–	0.01%	502
2024 Q1	$201K	Buy	2,710 +161	+6%	+$11.5K	0.01%	469
2023 Q4	$179K	Sell	2,549 -4,784	-65%	-$315K	0.02%	429
2023 Q3	$472K	Buy	7,333 +4,277	+140%	+$286K	0.04%	300
2023 Q2	$206K	Buy	+3,056	New	+$207K	0.02%	451

Other funds holding IEFA

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FLPIM

F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Rothschild Investment LLC's IEFA Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 51% in Q2 2026, buying an estimated $222K and bringing the position to 6,872 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #516.

Rothschild Investment LLC first reported a position in IEFA in Q2 2023 and has held it in 13 quarters since. 1,610 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Rothschild Investment LLC held 6,872 shares of iShares Core MSCI EAFE ETF worth $664K as of Q2 2026.
Rothschild Investment LLC bought 2,314 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $222K.
iShares Core MSCI EAFE ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #516 holding.
Rothschild Investment LLC first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
1,610 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.