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Rothschild Wealth LLC: IEFA position timeline

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

Rothschild Wealth LLC held 58,920 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,920 shares
    Change vs previous 13F -14,098 shares

    0.45% of the 13F portfolio, value $5,690,518.

    13F-HR 0001104659-26-093815 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 73,018 shares
    Change vs previous 13F -6,622 shares

    0.6% of the 13F portfolio, value $6,610,287.

    13F-HR 0001104659-26-055991 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 79,640 shares
    Change vs previous 13F +6,045 shares

    0.68% of the 13F portfolio, value $7,124,562.

    13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 73,595 shares
    Change vs previous 13F +2,487 shares

    1.4% of the 13F portfolio, value $6,425,579.

    13F-HR 0001104659-25-112060 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 71,108 shares
    Change vs previous 13F -752 shares

    1.46% of the 13F portfolio, value $5,936,096.

    13F-HR 0001104659-25-077736 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 71,860 shares
    Change vs previous 13F -4,429 shares

    1.52% of the 13F portfolio, value $5,436,209.

    13F-HR 0001104659-25-049217 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 76,289 shares
    Change vs previous 13F +42,710 shares

    1.57% of the 13F portfolio, value $5,361,591.

    13F-HR 0001104659-25-013068 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 33,579 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $493,276.

    13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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