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D'Orazio & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

D'Orazio & Associates’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 		$801K Buy
8,295
+576
+7% +$55.3K 0.09% 87
2026
Q1 		$699K Buy
7,719
+38
+0.5% +$3.55K 0.09% 87
2025
Q4 		$687K Buy
7,681
+934
+14% +$82.6K 0.09% 86
2025
Q3 		$589K Buy
6,747
+235
+4% +$20K 0.08% 97
2025
Q2 		$544K Buy
6,512
+398
+7% +$31.6K 0.08% 100
2025
Q1 		$463K Buy
6,114
+275
+5% +$20.6K 0.07% 101
2024
Q4 		$410K Buy
5,839
+30
+0.5% +$2.21K 0.06% 108
2024
Q3 		$453K Hold
5,809
– – 0.06% 97
2024
Q2 		$422K Buy
5,809
+33
+0.6% +$2.43K 0.06% 95
2024
Q1 		$429K Hold
5,776
– – 0.07% 92
2023
Q4 		$406K Buy
+5,776
New +$381K 0.07% 85
2021
Q4 		– Sell
-240
Closed -$18K – 377
2021
Q3 		$18K Hold
240
– – ﹤0.01% 422
2021
Q2 		$18K Sell
240
-42
-15% -$3.17K ﹤0.01% 265
2021
Q1 		$20K Buy
+282
New +$20.2K 0.01% 239
2020
Q2 		– Sell
-800
Closed -$40K – 346
2020
Q1 		$40K Hold
800
– – 0.02% 141
2019
Q4 		$52K Hold
800
– – 0.02% 149
2019
Q3 		$49K Buy
+800
New +$48.3K 0.02% 148

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

D'Orazio & Associates's IEFA Position: Q2 2026 in Review

D'Orazio & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.5% in Q2 2026, buying an estimated $55.3K and bringing the position to 8,295 shares worth $801K. The position accounts for 0.09% of the portfolio, ranked #87.

D'Orazio & Associates first reported a position in IEFA in Q3 2019 and has held it in 17 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • D'Orazio & Associates held 8,295 shares of iShares Core MSCI EAFE ETF worth $801K as of Q2 2026.
  • D'Orazio & Associates bought 576 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $55.3K.
  • iShares Core MSCI EAFE ETF made up 0.09% of D'Orazio & Associates's portfolio in Q2 2026, its #87 holding.
  • D'Orazio & Associates first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 17 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.