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

Marino Stram & 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	$322K	Buy	3,329 +750	+29%	+$72K	0.05%	158
2026 Q1	$233K	Buy	+2,579	New	+$241K	0.04%	170
2020 Q1	–	Sell	-12,537	Closed	-$818K	–	99
2019 Q4	$818K	Buy	12,537 +199	+2%	+$12.6K	0.54%	38
2019 Q3	$753K	Sell	12,338 -2,085	-14%	-$126K	0.53%	37
2019 Q2	$886K	Buy	14,423 +3,396	+31%	+$208K	0.65%	33
2019 Q1	$670K	Sell	11,027 -3,396	-24%	-$200K	0.48%	39
2018 Q4	$771K	Buy	14,423 +5,176	+56%	+$304K	0.67%	30
2018 Q3	$593K	Buy	9,247 +880	+11%	+$56.1K	0.47%	41
2018 Q2	$530K	Buy	8,367 +360	+4%	+$23.8K	0.47%	44
2018 Q1	$527K	Buy	8,007 +430	+6%	+$28.9K	0.49%	45
2017 Q4	$501K	Buy	+7,577	New	+$494K	0.46%	44

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Marino Stram & Associates's IEFA Position: Q2 2026 in Review

Marino Stram & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 29% in Q2 2026, buying an estimated $72K and bringing the position to 3,329 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #158.

Marino Stram & Associates first reported a position in IEFA in Q4 2017 and has held it in 11 quarters since. The position peaked at $886K in Q2 2019. 1,269 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Marino Stram & Associates held 3,329 shares of iShares Core MSCI EAFE ETF worth $322K as of Q2 2026.
Marino Stram & Associates bought 750 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $72K.
iShares Core MSCI EAFE ETF made up 0.05% of Marino Stram & Associates's portfolio in Q2 2026, its #158 holding.
Marino Stram & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 11 quarters since.
Marino Stram & Associates's iShares Core MSCI EAFE ETF position peaked at $886K in Q2 2019.
1,269 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.