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Bank OZK’s iShares MSCI EAFE ETF EFA Stock Holding History

Bank OZK’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
Q1 		$2.04M Sell
20,969
-98
-0.5% -$9.8K 0.72% 53
2025
Q4 		$2.02M Sell
21,067
-220
-1% -$20.9K 0.71% 50
2025
Q3 		$1.99M Sell
21,287
-1,474
-6% -$134K 0.7% 52
2025
Q2 		$2.03M Hold
22,761
– – 0.78% 50
2025
Q1 		$1.86M Sell
22,761
-1,578
-6% -$127K 0.77% 51
2024
Q4 		$1.84M Sell
24,339
-1,036
-4% -$82K 0.76% 49
2024
Q3 		$2.12M Sell
25,375
-55
-0.2% -$4.42K 0.88% 35
2024
Q2 		$1.99M Sell
25,430
-511
-2% -$40.5K 0.86% 34
2024
Q1 		$2.07M Buy
25,941
+136
+0.5% +$10.4K 0.93% 31
2023
Q4 		$1.94M Sell
25,805
-329
-1% -$23.3K 0.95% 29
2023
Q3 		$1.8M Sell
26,134
-2,535
-9% -$182K 0.99% 27
2023
Q2 		$2.08M Sell
28,669
-1,050
-4% -$76.2K 0.99% 30
2023
Q1 		$2.13M Sell
29,719
-268
-0.9% -$18.7K 1.05% 33
2022
Q4 		$1.97M Buy
29,987
+49
+0.2% +$3.07K 0.97% 37
2022
Q3 		$1.68M Sell
29,938
-1,394
-4% -$86.9K 0.91% 42
2022
Q2 		$1.96M Sell
31,332
-5,634
-15% -$383K 0.99% 38
2022
Q1 		$2.72M Sell
36,966
-1,957
-5% -$146K 1.17% 30
2021
Q4 		$3.06M Buy
38,923
+3,030
+8% +$240K 1.25% 28
2021
Q3 		$2.8M Buy
35,893
+558
+2% +$44.6K 1.27% 28
2021
Q2 		$2.79M Buy
35,335
+332
+0.9% +$26.4K 1.23% 28
2021
Q1 		$2.66M Buy
35,003
+600
+2% +$45.2K 1.22% 29
2020
Q4 		$2.51M Buy
34,403
+715
+2% +$48.9K 1.23% 26
2020
Q3 		$2.15M Sell
33,688
-1,415
-4% -$90.5K 1.15% 33
2020
Q2 		$2.14M Sell
35,103
-1,808
-5% -$105K 1.22% 27
2020
Q1 		$1.97M Sell
36,911
-4,010
-10% -$254K 1.08% 26
2019
Q4 		$2.84M Buy
40,921
+1,543
+4% +$104K 1.12% 25
2019
Q3 		$2.57M Buy
39,378
+7,725
+24% +$498K 1.13% 23
2019
Q2 		$2.08M Buy
31,653
+225
+0.7% +$14.7K 0.9% 27
2019
Q1 		$2.04M Sell
31,428
-4,410
-12% -$278K 0.89% 27
2018
Q4 		$2.11M Sell
35,838
-7,800
-18% -$487K 1.06% 24
2018
Q3 		$2.97M Buy
43,638
+1,360
+3% +$91.8K 1.18% 17
2018
Q2 		$2.83M Buy
42,278
+410
+1% +$28.7K 1.11% 16
2018
Q1 		$2.92M Buy
41,868
+16,100
+62% +$1.15M 1.16% 16
2017
Q4 		$1.81M Buy
25,768
+5,745
+29% +$399K 0.69% 33
2017
Q3 		$1.37M Buy
20,023
+4,848
+32% +$324K 0.57% 36
2017
Q2 		$990K Buy
15,175
+7,875
+108% +$510K 0.35% 52
2017
Q1 		$454K Hold
7,300
– – 0.15% 90
2016
Q4 		$422K Hold
7,300
– – 0.14% 90
2016
Q3 		$432K Buy
7,300
+2,325
+47% +$135K 0.16% 88
2016
Q2 		$278K Buy
4,975
+55
+1% +$3.17K 0.1% 101
2016
Q1 		$281K Sell
4,920
-2,979
-38% -$164K 0.1% 110
2015
Q4 		$464K Buy
7,899
+3,254
+70% +$196K 0.16% 82
2015
Q3 		$266K Buy
4,645
+1,120
+32% +$69.1K 0.1% 100
2015
Q2 		$224K Buy
+3,525
New +$235K 0.08% 114

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank OZK's EFA Position: Q1 2026 in Review

Bank OZK reduced its iShares MSCI EAFE ETF (EFA) stake by 0.47% in Q1 2026, selling an estimated $9.8K and leaving 20,969 shares worth $2.04M. The position accounts for 0.72% of the portfolio, ranked #53.

Bank OZK first reported a position in EFA in Q2 2015 and has held it in 44 quarters since. The position peaked at $3.06M in Q4 2021. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Bank OZK held 20,969 shares of iShares MSCI EAFE ETF worth $2.04M as of Q1 2026.
  • Bank OZK sold 98 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $9.8K.
  • iShares MSCI EAFE ETF made up 0.72% of Bank OZK's portfolio in Q1 2026, its #53 holding.
  • Bank OZK first reported a position in iShares MSCI EAFE ETF in Q2 2015 and has held it in 44 quarters since.
  • Bank OZK's iShares MSCI EAFE ETF position peaked at $3.06M in Q4 2021.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Bank OZK's 13F filing for Q1 2026, filed 13 May 2026.