Bank OZK’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bank OZK’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	$262K	Sell	2,711 -180	-6%	-$17.3K	0.08%	145
2026 Q1	$262K	Buy	2,891 +51	+2%	+$4.76K	0.09%	134
2025 Q4	$254K	Hold	2,840	–	–	0.09%	141
2025 Q3	$248K	Buy	2,840 +358	+14%	+$30.4K	0.09%	139
2025 Q2	$207K	Buy	+2,482	New	+$197K	0.08%	143
2025 Q1	–	Sell	-3,235	Closed	-$227K	–	146
2024 Q4	$227K	Sell	3,235 -174	-5%	-$12.8K	0.09%	138
2024 Q3	$266K	Buy	+3,409	New	+$255K	0.11%	135
2023 Q4	–	Sell	-3,526	Closed	-$227K	–	147
2023 Q3	$227K	Buy	+3,526	New	+$236K	0.12%	126

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank OZK's IEFA Position: Q2 2026 in Review

Bank OZK reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.2% in Q2 2026, selling an estimated $17.3K and leaving 2,711 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #145.

Bank OZK first reported a position in IEFA in Q3 2023 and has held it in 8 quarters since. The position peaked at $266K in Q3 2024. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Bank OZK held 2,711 shares of iShares Core MSCI EAFE ETF worth $262K as of Q2 2026.
Bank OZK sold 180 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $17.3K.
iShares Core MSCI EAFE ETF made up 0.08% of Bank OZK's portfolio in Q2 2026, its #145 holding.
Bank OZK first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 8 quarters since.
Bank OZK's iShares Core MSCI EAFE ETF position peaked at $266K in Q3 2024.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bank OZK's 13F filing for Q2 2026, filed 17 Aug 2026.