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Shufro Rose & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Shufro Rose & 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
Q1 		$3.37M Sell
37,248
-37
-0.1% -$3.45K 0.23% 59
2025
Q4 		$3.34M Buy
37,285
+3,843
+11% +$340K 0.23% 60
2025
Q3 		$2.53M Sell
33,442
-283
-0.8% -$24K 0.21% 68
2025
Q2 		$2.55M Sell
33,725
-29
-0.1% -$2.3K 0.21% 68
2025
Q1 		$2.55M Buy
33,754
+3,136
+10% +$235K 0.2% 68
2024
Q4 		$2.15M Sell
30,618
-14,241
-32% -$1.05M 0.17% 75
2024
Q3 		$3.26M Hold
44,859
– – 0.26% 61
2024
Q2 		$3.26M Buy
44,859
+770
+2% +$56.7K 0.26% 61
2024
Q1 		$3.27M Buy
44,089
+11,465
+35% +$816K 0.27% 60
2023
Q4 		$2.1M Sell
32,624
-328
-1% -$21.6K 0.2% 64
2023
Q3 		$2.12M Buy
32,952
+4,749
+17% +$318K 0.2% 64
2023
Q2 		$1.9M Sell
28,203
-5,976
-17% -$405K 0.17% 72
2023
Q1 		$2.28M Sell
34,179
-10,005
-23% -$656K 0.21% 67
2022
Q4 		$2.72M Buy
44,184
+12,054
+38% +$709K 0.23% 68
2022
Q3 		$1.69M Sell
32,130
-119,234
-79% -$7.01M 0.17% 78
2022
Q2 		$8.91M Buy
151,364
+6,982
+5% +$448K 0.77% 35
2022
Q1 		$10M Sell
144,382
-37,845
-21% -$2.68M 0.77% 39
2021
Q4 		$13.6M Buy
182,227
+15,924
+10% +$1.2M 0.98% 30
2021
Q3 		$12.3M Buy
166,303
+30,344
+22% +$2.31M 0.97% 32
2021
Q2 		$10.2M Buy
135,959
+24,284
+22% +$1.83M 0.77% 38
2021
Q1 		$8.05M Buy
111,675
+20,030
+22% +$1.43M 0.64% 40
2020
Q4 		$6.33M Buy
91,645
+57,801
+171% +$3.74M 0.53% 46
2020
Q3 		$2.04M Buy
+33,844
New +$2.04M 0.2% 74

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Shufro Rose & Co's IEFA Position: Q1 2026 in Review

Shufro Rose & Co reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.1% in Q1 2026, selling an estimated $3.45K and leaving 37,248 shares worth $3.37M. The position accounts for 0.23% of the portfolio, ranked #59.

Shufro Rose & Co first reported a position in IEFA in Q3 2020 and has held it in 23 quarters since. The position peaked at $13.6M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Shufro Rose & Co held 37,248 shares of iShares Core MSCI EAFE ETF worth $3.37M as of Q1 2026.
  • Shufro Rose & Co sold 37 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.45K.
  • iShares Core MSCI EAFE ETF made up 0.23% of Shufro Rose & Co's portfolio in Q1 2026, its #59 holding.
  • Shufro Rose & Co first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 23 quarters since.
  • Shufro Rose & Co's iShares Core MSCI EAFE ETF position peaked at $13.6M in Q4 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.