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Koss-Olinger Consulting’s iShares MSCI EAFE ETF EFA Stock Holding History

Koss-Olinger Consulting’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 		$495K Sell
4,763
-3,223
-40% -$331K 0.04% 90
2026
Q1 		$776K Sell
7,986
-444
-5% -$44.4K 0.07% 117
2025
Q4 		$809K Sell
8,430
-135
-2% -$12.8K 0.06% 109
2025
Q3 		$766K Buy
8,565
+525
+7% +$47.7K 0.06% 147
2025
Q2 		$719K Sell
8,040
-11
-0.1% -$939 0.06% 155
2025
Q1 		$658K Buy
+8,051
New +$649K 0.06% 152
2024
Q4 		– Sell
-5,700
Closed -$477K – 218
2024
Q3 		$477K Buy
5,700
+56
+1% +$4.51K 0.04% 167
2024
Q2 		$442K Buy
+5,644
New +$447K 0.04% 162
2024
Q1 		– Sell
-8,056
Closed -$607K – 118
2023
Q4 		$607K Sell
8,056
-134
-2% -$9.47K 0.06% 130
2023
Q3 		$564K Buy
8,190
+921
+13% +$66K 0.08% 122
2023
Q2 		$527K Buy
7,269
+637
+10% +$46.3K 0.06% 130
2023
Q1 		$474K Sell
6,632
-1,736
-21% -$121K 0.06% 133
2022
Q4 		$549K Sell
8,368
-1,695
-17% -$106K 0.08% 114
2022
Q3 		$564K Buy
10,063
+2,066
+26% +$129K 0.1% 90
2022
Q2 		$500K Sell
7,997
-143
-2% -$9.73K 0.09% 83
2022
Q1 		$599K Sell
8,140
-461
-5% -$34.5K 0.1% 91
2021
Q4 		$677K Buy
8,601
+3,012
+54% +$239K 0.1% 78
2021
Q3 		$436K Sell
5,589
-100
-2% -$8K 0.07% 127
2021
Q2 		$449K Buy
5,689
+200
+4% +$15.9K 0.07% 148
2021
Q1 		$416K Buy
+5,489
New +$413K 0.07% 145

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Royal Bank of Canada
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

Koss-Olinger Consulting's EFA Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its iShares MSCI EAFE ETF (EFA) stake by 40% in Q2 2026, selling an estimated $331K and leaving 4,763 shares worth $495K. The position accounts for 0.04% of the portfolio, ranked #90.

Koss-Olinger Consulting first reported a position in EFA in Q1 2021 and has held it in 20 quarters since. The position peaked at $809K in Q4 2025. 2,270 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Koss-Olinger Consulting held 4,763 shares of iShares MSCI EAFE ETF worth $495K as of Q2 2026.
  • Koss-Olinger Consulting sold 3,223 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $331K.
  • iShares MSCI EAFE ETF made up 0.04% of Koss-Olinger Consulting's portfolio in Q2 2026, its #90 holding.
  • Koss-Olinger Consulting first reported a position in iShares MSCI EAFE ETF in Q1 2021 and has held it in 20 quarters since.
  • Koss-Olinger Consulting's iShares MSCI EAFE ETF position peaked at $809K in Q4 2025.
  • 2,270 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.