Roehl & Yi Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Roehl & Yi Investment Advisors’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 Q2	$1.5M	Hold	14,437	–	–	0.49%	42
2026 Q1	$1.4M	Hold	14,437	–	–	0.53%	39
2025 Q4	$1.39M	Hold	14,437	–	–	0.55%	38
2025 Q3	$1.35M	Buy	14,437 +77	+0.5%	+$7K	0.59%	38
2025 Q2	$1.28M	Buy	14,360 +81	+0.6%	+$6.92K	0.66%	31
2025 Q1	$1.17M	Buy	14,279 +63	+0.4%	+$5.08K	0.63%	28
2024 Q4	$1.07M	Buy	+14,216	New	+$1.13M	0.59%	33

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Roehl & Yi Investment Advisors's EFA Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 14,437 shares worth $1.5M. The position accounts for 0.49% of the portfolio, ranked #42.

Roehl & Yi Investment Advisors first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Roehl & Yi Investment Advisors held 14,437 shares of iShares MSCI EAFE ETF worth $1.5M as of Q2 2026.
Roehl & Yi Investment Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.49% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #42 holding.
Roehl & Yi Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.