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Disclosery

Roth Financial Partners LLC: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roth Financial Partners LLC on IEFA, newest first. How the timeline and the estimate are built.

Roth Financial Partners LLC held 762,710 IEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 762,710 shares
    Change vs previous 13F -939 shares

    22.08% of the 13F portfolio, value $73,893,088.

    13F-HR 0001840888-26-000005 filed by Roth Financial Partners LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 763,649 shares
    Change vs previous 13F +22,974 shares

    21.93% of the 13F portfolio, value $73,752,424.

    13F-HR 0001840888-26-000003 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 740,675 shares
    Change vs previous 13F -2,438 shares

    22.89% of the 13F portfolio, value $67,050,397.

    13F-HR 0001840888-26-000002 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 743,113 shares
    Change vs previous 13F +691 shares

    21.93% of the 13F portfolio, value $66,478,889.

    13F-HR 0001840888-26-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 742,422 shares
    Change vs previous 13F -6,437 shares

    21.84% of the 13F portfolio, value $64,820,865.

    13F-HR 0001840888-25-000010 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 748,859 shares
    Change vs previous 13F -4,866 shares

    22.54% of the 13F portfolio, value $62,514,749.

    13F-HR 0001840888-25-000004 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 753,725 shares
    Change vs previous 13F +17,639 shares

    22.52% of the 13F portfolio, value $57,019,296.

    13F-HR 0001840888-25-000003 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 736,086 shares
    Change vs previous 13F not available

    20.59% of the 13F portfolio, value $51,732,124.

    13F-HR 0001840888-25-000001 filed by Roth Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).