ZIG
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Zullo Investment Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Zullo Investment Group’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 		$298K Buy
3,082
+3
+0.1% +$288 0.1% 129
2026
Q1 		$279K Buy
3,079
+4
+0.1% +$373 0.11% 127
2025
Q4 		$275K Sell
3,075
-17
-0.5% -$1.5K 0.1% 123
2025
Q3 		$270K Sell
3,092
-115
-4% -$9.77K 0.1% 128
2025
Q2 		$268K Hold
3,207
– – 0.11% 128
2025
Q1 		$243K Sell
3,207
-4
-0.1% -$299 0.1% 130
2024
Q4 		$226K Sell
3,211
-57
-2% -$4.21K 0.09% 136
2024
Q3 		$255K Sell
3,268
-21
-0.6% -$1.57K 0.11% 132
2024
Q2 		$239K Sell
3,289
-387
-11% -$28.5K 0.1% 135
2024
Q1 		$273K Sell
3,676
-395
-10% -$28.1K 0.13% 126
2023
Q4 		$286K Sell
4,071
-356
-8% -$23.5K 0.15% 113
2023
Q3 		$285K Sell
4,427
-550
-11% -$36.8K 0.17% 109
2023
Q2 		$336K Sell
4,977
-121
-2% -$8.21K 0.19% 99
2023
Q1 		$341K Sell
5,098
-438
-8% -$28.7K 0.21% 96
2022
Q4 		$341K Sell
5,536
-76
-1% -$4.47K 0.21% 92
2022
Q3 		$296K Sell
5,612
-816
-13% -$48K 0.19% 96
2022
Q2 		$378K Sell
6,428
-1,032
-14% -$66.2K 0.24% 81
2022
Q1 		$519K Sell
7,460
-222
-3% -$15.7K 0.27% 75
2021
Q4 		$573K Buy
+7,682
New +$577K 0.29% 72

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

Zullo Investment Group's IEFA Position: Q2 2026 in Review

Zullo Investment Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.1% in Q2 2026, buying an estimated $288 and bringing the position to 3,082 shares worth $298K. The position accounts for 0.1% of the portfolio, ranked #129.

Zullo Investment Group first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $573K in Q4 2021. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Zullo Investment Group held 3,082 shares of iShares Core MSCI EAFE ETF worth $298K as of Q2 2026.
  • Zullo Investment Group bought 3 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $288.
  • iShares Core MSCI EAFE ETF made up 0.1% of Zullo Investment Group's portfolio in Q2 2026, its #129 holding.
  • Zullo Investment Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's iShares Core MSCI EAFE ETF position peaked at $573K in Q4 2021.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.