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IEFA icon

Rowlandmiller & Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Rowlandmiller & 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 		$421K Hold
4,358
– – 0.08% 115
2026
Q1 		$395K Hold
4,358
– – 0.08% 114
2025
Q4 		$390K Hold
4,358
– – 0.08% 117
2025
Q3 		$380K Hold
4,358
– – 0.07% 121
2025
Q2 		$364K Hold
4,358
– – 0.08% 122
2025
Q1 		$330K Sell
4,358
-58
-1% -$4.34K 0.07% 124
2024
Q4 		$310K Buy
4,416
+58
+1% +$4.28K 0.06% 126
2024
Q3 		$340K Hold
4,358
– – 0.07% 124
2024
Q2 		$317K Hold
4,358
– – 0.07% 123
2024
Q1 		$323K Hold
4,358
– – 0.07% 122
2023
Q4 		$307K Hold
4,358
– – 0.07% 127
2023
Q3 		$280K Hold
4,358
– – 0.07% 127
2023
Q2 		$294K Hold
4,358
– – 0.07% 125
2023
Q1 		$291K Hold
4,358
– – 0.07% 124
2022
Q4 		$271K Hold
4,358
– – 0.07% 132
2022
Q3 		$230K Hold
4,358
– – 0.06% 134
2022
Q2 		$256K Hold
4,358
– – 0.07% 130
2022
Q1 		$303K Sell
4,358
-400
-8% -$28.3K 0.07% 124
2021
Q4 		$355K Hold
4,758
– – 0.08% 122
2021
Q3 		$272K Hold
4,758
– – 0.09% 103
2021
Q2 		$356K Hold
4,758
– – 0.09% 112
2021
Q1 		$343K Hold
4,758
– – 0.09% 111
2020
Q4 		$329K Hold
4,758
– – 0.09% 109
2020
Q3 		$237K Hold
4,758
– – 0.1% 100
2020
Q2 		$272K Hold
4,758
– – 0.09% 103
2020
Q1 		$237K Buy
+4,758
New +$283K 0.1% 100

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Rowlandmiller & Partners's IEFA Position: Q2 2026 in Review

Rowlandmiller & Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 4,358 shares worth $421K. The position accounts for 0.08% of the portfolio, ranked #115.

Rowlandmiller & Partners first reported a position in IEFA in Q1 2020 and has held it in 26 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Rowlandmiller & Partners held 4,358 shares of iShares Core MSCI EAFE ETF worth $421K as of Q2 2026.
  • Rowlandmiller & Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.08% of Rowlandmiller & Partners's portfolio in Q2 2026, its #115 holding.
  • Rowlandmiller & Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.