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Marino Stram & Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Marino Stram & Associates’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,102
Closed -$663K – 190
2025
Q3 		$663K Buy
+7,102
New +$646K 0.12% 105
2021
Q3 		– Sell
-2,810
Closed -$222K – 187
2021
Q2 		$222K Buy
+2,810
New +$223K 0.06% 237
2019
Q2 		– Sell
-238
Closed -$15K – 217
2019
Q1 		$15K Hold
238
– – 0.01% 270
2018
Q4 		$14K Hold
238
– – 0.01% 242
2018
Q3 		$16K Hold
238
– – 0.01% 262
2018
Q2 		$16K Hold
238
– – 0.01% 263
2018
Q1 		$17K Buy
+238
New +$17K 0.02% 264

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marino Stram & Associates's EFA Position: Q4 2025 in Review

Marino Stram & Associates sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 7,102 shares — an estimated $663K sold.

Marino Stram & Associates first reported a position in EFA in Q1 2018 and held it in 7 quarters. The position peaked at $663K in Q3 2025. 2,209 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • Marino Stram & Associates reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Marino Stram & Associates sold 7,102 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $663K.
  • Marino Stram & Associates first reported a position in iShares MSCI EAFE ETF in Q1 2018 and held it in 7 quarters.
  • Marino Stram & Associates's iShares MSCI EAFE ETF position peaked at $663K in Q3 2025.
  • 2,209 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Marino Stram & Associates's 13F filing for Q4 2025, filed 16 Jan 2026.