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

Romano Brothers & Co’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.46M Buy
15,071
+482
+3% +$46.3K 0.15% 147
2026
Q1 		$1.32M Buy
14,589
+410
+3% +$38.3K 0.15% 144
2025
Q4 		$1.27M Sell
14,179
-25
-0.2% -$2.21K 0.14% 143
2025
Q3 		$1.24M Sell
14,204
-955
-6% -$81.1K 0.14% 143
2025
Q2 		$1.27M Buy
15,159
+540
+4% +$42.9K 0.16% 140
2025
Q1 		$1.11M Buy
14,619
+1,308
+10% +$97.8K 0.14% 147
2024
Q4 		$935K Sell
13,311
-711
-5% -$52.5K 0.12% 163
2024
Q3 		$1.09M Buy
14,022
+1,511
+12% +$113K 0.14% 152
2024
Q2 		$909K Buy
12,511
+113
+0.9% +$8.31K 0.13% 158
2024
Q1 		$920K Buy
12,398
+311
+3% +$22.1K 0.13% 161
2023
Q4 		$850K Buy
12,087
+568
+5% +$37.4K 0.13% 157
2023
Q3 		$741K Sell
11,519
-14
-0.1% -$937 0.12% 166
2023
Q2 		$778K Hold
11,533
– – 0.12% 162
2023
Q1 		$771K Buy
11,533
+569
+5% +$37.3K 0.12% 165
2022
Q4 		$676K Sell
10,964
-1,008
-8% -$59.3K 0.1% 171
2022
Q3 		$631K Buy
+11,972
New +$704K 0.1% 172

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Romano Brothers & Co increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.3% in Q2 2026, buying an estimated $46.3K and bringing the position to 15,071 shares worth $1.46M. The position accounts for 0.15% of the portfolio, ranked #147.

Romano Brothers & Co first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Romano Brothers & Co held 15,071 shares of iShares Core MSCI EAFE ETF worth $1.46M as of Q2 2026.
  • Romano Brothers & Co bought 482 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $46.3K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Romano Brothers & Co's portfolio in Q2 2026, its #147 holding.
  • Romano Brothers & Co first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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