Roble Belko & Company’s iShares MSCI EAFE ETF EFA Stock Holding History

Roble Belko & Company’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
2026 Q1	$3.25M	Sell	33,479 -1,189	-3%	-$119K	0.41%	30
2025 Q4	$3.33M	Hold	34,668	–	–	0.44%	30
2025 Q3	$3.24M	Sell	34,668 -225	-0.6%	-$20.5K	0.44%	30
2025 Q2	$3.12M	Buy	34,893 +226	+0.7%	+$19.3K	0.45%	32
2025 Q1	$2.83M	Buy	34,667 +534	+2%	+$43K	0.45%	32
2024 Q4	$2.58M	Hold	34,133	–	–	0.41%	32
2024 Q3	$2.85M	Hold	34,133	–	–	0.45%	32
2024 Q2	$2.67M	Hold	34,133	–	–	0.45%	31
2024 Q1	$2.73M	Hold	34,133	–	–	0.47%	30
2023 Q4	$2.57M	Sell	34,133 -500	-1%	-$35.3K	0.48%	30
2023 Q3	$2.39M	Hold	34,633	–	–	0.49%	36
2023 Q2	$2.51M	Hold	34,633	–	–	0.5%	33
2023 Q1	$2.48M	Sell	34,633 -66	-0.2%	-$4.62K	0.51%	34
2022 Q4	$2.28M	Buy	34,699 +1,625	+5%	+$102K	0.48%	36
2022 Q3	$1.85M	Hold	33,074	–	–	0.45%	31
2022 Q2	$2.07M	Sell	33,074 -412	-1%	-$28K	0.47%	30
2022 Q1	$2.46M	Buy	33,486 +787	+2%	+$58.9K	0.47%	32
2021 Q4	$2.57M	Hold	32,699	–	–	0.48%	30
2021 Q3	$2.55M	Hold	32,699	–	–	0.52%	31
2021 Q2	$2.58M	Hold	32,699	–	–	0.58%	31
2021 Q1	$2.48M	Hold	32,699	–	–	0.6%	30
2020 Q4	$2.39M	Sell	32,699 -250	-0.8%	-$17.1K	0.62%	30
2020 Q3	$2.1M	Sell	32,949 -3,600	-10%	-$230K	0.61%	30
2020 Q2	$2.23M	Sell	36,549 -4,582	-11%	-$265K	0.67%	31
2020 Q1	$2.2M	Sell	41,131 -2,400	-6%	-$152K	0.71%	32
2019 Q4	$3.02M	Sell	43,531 -999	-2%	-$67.5K	0.84%	27
2019 Q3	$2.9M	Hold	44,530	–	–	0.85%	27
2019 Q2	$2.93M	Buy	44,530 +500	+1%	+$32.7K	0.9%	23
2019 Q1	$2.86M	Buy	44,030 +660	+2%	+$41.6K	0.98%	23
2018 Q4	$2.55M	Hold	43,370	–	–	0.98%	24
2018 Q3	$2.95M	Hold	43,370	–	–	1.08%	20
2018 Q2	$2.9M	Sell	43,370 -180	-0.4%	-$12.6K	1.11%	20
2018 Q1	$3.04M	Hold	43,550	–	–	1.18%	20
2017 Q4	$3.06M	Sell	43,550 -412	-0.9%	-$28.6K	1.25%	19
2017 Q3	$3.01M	Hold	43,962	–	–	1.33%	20
2017 Q2	$2.87M	Sell	43,962 -237	-0.5%	-$15.3K	1.37%	20
2017 Q1	$2.75M	Sell	44,199 -236	-0.5%	-$14.3K	1.36%	20
2016 Q4	$2.56M	Sell	44,435 -305	-0.7%	-$17.6K	1.34%	21
2016 Q3	$2.65M	Sell	44,740 -2,002	-4%	-$116K	1.42%	20
2016 Q2	$2.61M	Sell	46,742 -2,207	-5%	-$127K	1.44%	19
2016 Q1	$2.8M	Sell	48,949 -2,214	-4%	-$122K	1.58%	19
2015 Q4	$3M	Hold	51,163	–	–	1.81%	16
2015 Q3	$2.93M	Sell	51,163 -4,300	-8%	-$265K	1.8%	17
2015 Q2	$3.52M	Buy	55,463 +6,061	+12%	+$404K	2.04%	18
2015 Q1	$3.17M	Buy	+49,402	New	+$3.11M	1.86%	20

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Roble Belko & Company's EFA Position: Q1 2026 in Review

Roble Belko & Company reduced its iShares MSCI EAFE ETF (EFA) stake by 3.4% in Q1 2026, selling an estimated $119K and leaving 33,479 shares worth $3.25M. The position accounts for 0.41% of the portfolio, ranked #30.

Roble Belko & Company first reported a position in EFA in Q1 2015 and has held it in 45 quarters since. The position peaked at $3.52M in Q2 2015. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Roble Belko & Company held 33,479 shares of iShares MSCI EAFE ETF worth $3.25M as of Q1 2026.
Roble Belko & Company sold 1,189 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $119K.
iShares MSCI EAFE ETF made up 0.41% of Roble Belko & Company's portfolio in Q1 2026, its #30 holding.
Roble Belko & Company first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's iShares MSCI EAFE ETF position peaked at $3.52M in Q2 2015.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.