Shulman DeMeo Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Shulman DeMeo Asset Management’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	$15.2M	Buy	145,883 +942	+0.6%	+$96.9K	2.83%	5
2026 Q1	$14.1M	Sell	144,941 -2,493	-2%	-$249K	2.99%	5
2025 Q4	$14.2M	Buy	147,434 +171	+0.1%	+$16.2K	3.21%	4
2025 Q3	$13.7M	Sell	147,263 -616	-0.4%	-$56K	3.16%	4
2025 Q2	$13.2M	Sell	147,879 -1,528	-1%	-$130K	3.27%	3
2025 Q1	$12.2M	Sell	149,407 -1,231	-0.8%	-$99.2K	3.43%	3
2024 Q4	$11.4M	Sell	150,638 -2,291	-1%	-$181K	3.07%	4
2024 Q3	$12.8M	Sell	152,929 -1,726	-1%	-$139K	3.14%	4
2024 Q2	$12.1M	Sell	154,655 -1,388	-0.9%	-$110K	3.16%	4
2024 Q1	$12.5M	Sell	156,043 -2,212	-1%	-$169K	3.3%	3
2023 Q4	$11.9M	Buy	158,255 +1,490	+1%	+$105K	3.38%	4
2023 Q3	$10.8M	Sell	156,765 -1,571	-1%	-$113K	3.61%	3
2023 Q2	$11.5M	Buy	158,336 +275	+0.2%	+$20K	3.43%	4
2023 Q1	$11.3M	Sell	158,061 -1,927	-1%	-$135K	3.55%	3
2022 Q4	$10.5M	Sell	159,988 -136	-0.1%	-$8.52K	3.49%	3
2022 Q3	$8.97M	Sell	160,124 -2,756	-2%	-$172K	3.18%	4
2022 Q2	$10.2M	Buy	162,880 +2,542	+2%	+$173K	3.37%	3
2022 Q1	$11.8M	Buy	160,338 +3,418	+2%	+$256K	3.27%	3
2021 Q4	$12.3M	Buy	156,920 +6,100	+4%	+$483K	3.22%	3
2021 Q3	$11.8M	Buy	+150,820	New	+$12.1M	10.21%	2
2021 Q2	–	Sell	-151,910	Closed	-$11.5M	–	85
2021 Q1	$11.5M	Buy	151,910 +2,524	+2%	+$190K	3.14%	4
2020 Q4	$10.9M	Buy	149,386 +1,182	+0.8%	+$80.8K	3.11%	4
2020 Q3	$9.43M	Sell	148,204 -1,868	-1%	-$120K	3.15%	4
2020 Q2	$9.13M	Sell	150,072 -1,820	-1%	-$105K	3.53%	3
2020 Q1	$8.12M	Sell	151,892 -4,900	-3%	-$311K	3.78%	3
2019 Q4	$10.9M	Sell	156,792 -5,403	-3%	-$365K	3.78%	3
2019 Q3	$10.6M	Sell	162,195 -2,672	-2%	-$172K	3.55%	3
2019 Q2	$10.8M	Buy	164,867 +1,952	+1%	+$128K	3.99%	2
2019 Q1	$10.6M	Buy	+162,915	New	+$10.3M	4.02%	2

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

Shulman DeMeo Asset Management's EFA Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.65% in Q2 2026, buying an estimated $96.9K and bringing the position to 145,883 shares worth $15.2M. The position accounts for 2.83% of the portfolio, ranked #5.

Shulman DeMeo Asset Management first reported a position in EFA in Q1 2019 and has held it in 29 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Shulman DeMeo Asset Management held 145,883 shares of iShares MSCI EAFE ETF worth $15.2M as of Q2 2026.
Shulman DeMeo Asset Management bought 942 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $96.9K.
iShares MSCI EAFE ETF made up 2.83% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #5 holding.
Shulman DeMeo Asset Management first reported a position in iShares MSCI EAFE ETF in Q1 2019 and has held it in 29 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.