Roman Butler Fullerton & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Roman Butler Fullerton & Co’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	$738K	Sell	7,148 -8,108	-53%	-$834K	0.18%	136
2026 Q1	$1.56M	Sell	15,256 -2,706	-15%	-$271K	0.43%	57
2025 Q4	$1.79M	Sell	17,962 -19,291	-52%	-$1.83M	0.47%	53
2025 Q3	$3.54M	Buy	37,253 +4,969	+15%	+$452K	0.95%	25
2025 Q2	$2.93M	Buy	+32,284	New	+$2.76M	0.86%	27
2024 Q4	–	Sell	-4,053	Closed	-$329K	–	242
2024 Q3	$329K	Sell	4,053 -14,643	-78%	-$1.18M	0.1%	185
2024 Q2	$1.5M	Buy	+18,696	New	+$1.48M	0.49%	47

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

Roman Butler Fullerton & Co's EFA Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its iShares MSCI EAFE ETF (EFA) stake by 53% in Q2 2026, selling an estimated $834K and leaving 7,148 shares worth $738K. The position accounts for 0.18% of the portfolio, ranked #136.

Roman Butler Fullerton & Co first reported a position in EFA in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.54M in Q3 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Roman Butler Fullerton & Co held 7,148 shares of iShares MSCI EAFE ETF worth $738K as of Q2 2026.
Roman Butler Fullerton & Co sold 8,108 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $834K.
iShares MSCI EAFE ETF made up 0.18% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #136 holding.
Roman Butler Fullerton & Co first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
Roman Butler Fullerton & Co's iShares MSCI EAFE ETF position peaked at $3.54M in Q3 2025.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.