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Live Oak Private Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Live Oak Private Wealth’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 		$2.29M Hold
23,598
– – 0.32% 71
2025
Q4 		$2.27M Hold
23,598
– – 0.31% 73
2025
Q3 		$2.2M Hold
23,598
– – 0.31% 76
2025
Q2 		$2.11M Buy
23,598
+4,872
+26% +$416K 0.31% 75
2025
Q1 		$1.53M Sell
18,726
-85
-0.5% -$6.85K 0.25% 82
2024
Q4 		$1.42M Hold
18,811
– – 0.24% 80
2024
Q3 		$1.57M Hold
18,811
– – 0.26% 78
2024
Q2 		$1.47M Hold
18,811
– – 0.25% 79
2024
Q1 		$1.5M Sell
18,811
-80
-0.4% -$6.12K 0.26% 76
2023
Q4 		$1.42M Hold
18,891
– – 0.27% 74
2023
Q3 		$1.3M Hold
18,891
– – 0.28% 73
2023
Q2 		$1.37M Sell
18,891
-5,300
-22% -$385K 0.27% 75
2023
Q1 		$1.73M Hold
24,191
– – 0.36% 62
2022
Q4 		$1.59M Sell
24,191
-2,504
-9% -$157K 0.33% 66
2022
Q3 		$1.5M Buy
26,695
+165
+0.6% +$10.3K 0.34% 65
2022
Q2 		$1.66M Buy
26,530
+2,504
+10% +$170K 0.35% 71
2022
Q1 		$1.77M Sell
24,026
-21
-0.1% -$1.57K 0.34% 73
2021
Q4 		$1.89M Sell
24,047
-539
-2% -$42.7K 0.35% 67
2021
Q3 		$1.92M Buy
24,586
+7,455
+44% +$596K 0.39% 66
2021
Q2 		$1.35M Sell
17,131
-524
-3% -$41.6K 0.3% 74
2021
Q1 		$1.34M Buy
17,655
+1,224
+7% +$92.2K 0.33% 66
2020
Q4 		$1.2M Sell
16,431
-11,637
-41% -$796K 0.34% 65
2020
Q3 		$1.79M Hold
28,068
– – 0.61% 54
2020
Q2 		$1.71M Buy
+28,068
New +$1.62M 0.62% 55
2020
Q1 		– Sell
-4,505
Closed -$313K – 79
2019
Q4 		$313K Buy
+4,505
New +$304K 0.3% 54

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

Live Oak Private Wealth's EFA Position: Q1 2026 in Review

Live Oak Private Wealth held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 23,598 shares worth $2.29M. The position accounts for 0.32% of the portfolio, ranked #71.

Live Oak Private Wealth first reported a position in EFA in Q4 2019 and has held it in 25 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Live Oak Private Wealth held 23,598 shares of iShares MSCI EAFE ETF worth $2.29M as of Q1 2026.
  • Live Oak Private Wealth left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.32% of Live Oak Private Wealth's portfolio in Q1 2026, its #71 holding.
  • Live Oak Private Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.