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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank OZK's IEFA Position: Q1 2026 in Review

Bank OZK increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q1 2026, buying an estimated $4.76K and bringing the position to 2,891 shares worth $262K. The position accounts for 0.09% of the portfolio, ranked #134.

Bank OZK first reported a position in IEFA in Q3 2023 and has held it in 7 quarters since. The position peaked at $266K in Q3 2024. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Bank OZK held 2,891 shares of iShares Core MSCI EAFE ETF worth $262K as of Q1 2026.
Bank OZK bought 51 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $4.76K.
iShares Core MSCI EAFE ETF made up 0.09% of Bank OZK's portfolio in Q1 2026, its #134 holding.
Bank OZK first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 7 quarters since.
Bank OZK's iShares Core MSCI EAFE ETF position peaked at $266K in Q3 2024.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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