Romano Brothers & Co’s iShares MSCI EAFE ETF EFA Stock Holding History

Romano Brothers & 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	$807K	Sell	7,767 -670	-8%	-$68.9K	0.08%	192
2026 Q1	$819K	Buy	8,437 +150	+2%	+$15K	0.09%	186
2025 Q4	$796K	Hold	8,287	–	–	0.09%	189
2025 Q3	$774K	Sell	8,287 -180	-2%	-$16.4K	0.09%	190
2025 Q2	$757K	Hold	8,467	–	–	0.09%	186
2025 Q1	$692K	Buy	8,467 +96	+1%	+$7.74K	0.09%	185
2024 Q4	$633K	Hold	8,371	–	–	0.08%	190
2024 Q3	$700K	Hold	8,371	–	–	0.09%	184
2024 Q2	$656K	Buy	8,371 +3,328	+66%	+$264K	0.09%	184
2024 Q1	$403K	Buy	5,043 +300	+6%	+$22.9K	0.06%	228
2023 Q4	$357K	Sell	4,743 -695	-13%	-$49.1K	0.05%	231
2023 Q3	$375K	Hold	5,438	–	–	0.06%	227
2023 Q2	$394K	Hold	5,438	–	–	0.06%	235
2023 Q1	$389K	Hold	5,438	–	–	0.06%	235
2022 Q4	$357K	Sell	5,438 -550	-9%	-$34.5K	0.05%	236
2022 Q3	$335K	Buy	+5,988	New	+$373K	0.05%	237

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

Romano Brothers & Co's EFA Position: Q2 2026 in Review

Romano Brothers & Co reduced its iShares MSCI EAFE ETF (EFA) stake by 7.9% in Q2 2026, selling an estimated $68.9K and leaving 7,767 shares worth $807K. The position accounts for 0.08% of the portfolio, ranked #192.

Romano Brothers & Co first reported a position in EFA in Q3 2022 and has held it in 16 quarters since. The position peaked at $819K in Q1 2026. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Romano Brothers & Co held 7,767 shares of iShares MSCI EAFE ETF worth $807K as of Q2 2026.
Romano Brothers & Co sold 670 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $68.9K.
iShares MSCI EAFE ETF made up 0.08% of Romano Brothers & Co's portfolio in Q2 2026, its #192 holding.
Romano Brothers & Co first reported a position in iShares MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's iShares MSCI EAFE ETF position peaked at $819K in Q1 2026.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.