Roble Belko & Company’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.19M | Sell |
35,181
-27,865
| -44% | -$2.6M | 0.4% | 31 |
|
|
2025
Q4 | $5.64M | Buy |
63,046
+6
| +0% | +$531 | 0.74% | 24 |
|
|
2025
Q3 | $5.5M | Hold |
63,040
| – | – | 0.75% | 24 |
|
|
2025
Q2 | $5.26M | Buy |
63,040
+4
| +0% | +$317 | 0.77% | 25 |
|
|
2025
Q1 | $4.77M | Sell |
63,036
-162
| -0.3% | -$12.1K | 0.76% | 26 |
|
|
2024
Q4 | $4.44M | Sell |
63,198
-573
| -0.9% | -$42.3K | 0.71% | 26 |
|
|
2024
Q3 | $4.98M | Hold |
63,771
| – | – | 0.78% | 25 |
|
|
2024
Q2 | $4.63M | Sell |
63,771
-358
| -0.6% | -$26.3K | 0.78% | 24 |
|
|
2024
Q1 | $4.76M | Sell |
64,129
-2,250
| -3% | -$160K | 0.82% | 23 |
|
|
2023
Q4 | $4.67M | Buy |
66,379
+3
| +0% | +$198 | 0.88% | 23 |
|
|
2023
Q3 | $4.27M | Hold |
66,376
| – | – | 0.87% | 27 |
|
|
2023
Q2 | $4.48M | Sell |
66,376
-62
| -0.1% | -$4.21K | 0.89% | 26 |
|
|
2023
Q1 | $4.44M | Sell |
66,438
-2,028
| -3% | -$133K | 0.91% | 25 |
|
|
2022
Q4 | $4.22M | Sell |
68,466
-149
| -0.2% | -$8.77K | 0.9% | 26 |
|
|
2022
Q3 | $3.61M | Sell |
68,615
-1,476
| -2% | -$86.8K | 0.88% | 27 |
|
|
2022
Q2 | $4.13M | Sell |
70,091
-14,748
| -17% | -$946K | 0.94% | 25 |
|
|
2022
Q1 | $5.9M | Buy |
84,839
+2,677
| +3% | +$189K | 1.12% | 25 |
|
|
2021
Q4 | $6.13M | Buy |
82,162
+9,094
| +12% | +$683K | 1.15% | 23 |
|
|
2021
Q3 | $5.42M | Buy |
73,068
+3,720
| +5% | +$283K | 1.12% | 23 |
|
|
2021
Q2 | $5.19M | Sell |
69,348
-213
| -0.3% | -$16.1K | 1.17% | 22 |
|
|
2021
Q1 | $5.01M | Hold |
69,561
| – | – | 1.21% | 22 |
|
|
2020
Q4 | $4.81M | Sell |
69,561
-871
| -1% | -$56.3K | 1.25% | 22 |
|
|
2020
Q3 | $4.25M | Sell |
70,432
-415
| -0.6% | -$25K | 1.25% | 24 |
|
|
2020
Q2 | $4.05M | Buy |
70,847
+6,042
| +9% | +$327K | 1.21% | 23 |
|
|
2020
Q1 | $3.23M | Buy |
64,805
+47,563
| +276% | +$2.83M | 1.05% | 27 |
|
|
2019
Q4 | $1.13M | Hold |
17,242
| – | – | 0.31% | 41 |
|
|
2019
Q3 | $1.05M | Buy |
17,242
+5,889
| +52% | +$355K | 0.31% | 39 |
|
|
2019
Q2 | $697K | Buy |
11,353
+2,028
| +22% | +$124K | 0.22% | 43 |
|
|
2019
Q1 | $567K | Sell |
9,325
-90
| -1% | -$5.31K | 0.19% | 43 |
|
|
2018
Q4 | $518K | Buy |
+9,415
| New | +$552K | 0.2% | 45 |
|
|
2017
Q2 | – | Sell |
-148
| Closed | -$9K | – | 321 |
|
|
2017
Q1 | $9K | Hold |
148
| – | – | ﹤0.01% | 209 |
|
|
2016
Q4 | $8K | Hold |
148
| – | – | ﹤0.01% | 227 |
|
|
2016
Q3 | $8K | Buy |
+148
| New | +$7.99K | ﹤0.01% | 227 |
|
Other funds holding IEFA
Roble Belko & Company's IEFA Position: Q1 2026 in Review
Roble Belko & Company reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 44% in Q1 2026, selling an estimated $2.6M and leaving 35,181 shares worth $3.19M. The position accounts for 0.4% of the portfolio, ranked #31.
Roble Belko & Company first reported a position in IEFA in Q3 2016 and has held it in 33 quarters since. The position peaked at $6.13M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Roble Belko & Company held 35,181 shares of iShares Core MSCI EAFE ETF worth $3.19M as of Q1 2026.
- Roble Belko & Company sold 27,865 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.6M.
- iShares Core MSCI EAFE ETF made up 0.4% of Roble Belko & Company's portfolio in Q1 2026, its #31 holding.
- Roble Belko & Company first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and has held it in 33 quarters since.
- Roble Belko & Company's iShares Core MSCI EAFE ETF position peaked at $6.13M in Q4 2021.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.