OFA
EFA icon

Oak Family Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Oak Family Advisors’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 		$538K Hold
5,175
– – 0.14% 81
2026
Q1 		$503K Sell
5,175
-125
-2% -$12.5K 0.14% 77
2025
Q4 		$509K Hold
5,300
– – 0.14% 78
2025
Q3 		$495K Sell
5,300
-25
-0.5% -$2.27K 0.12% 77
2025
Q2 		$476K Buy
5,325
+220
+4% +$18.8K 0.15% 69
2025
Q1 		$417K Buy
5,105
+25
+0.5% +$2.02K 0.14% 67
2024
Q4 		$384K Sell
5,080
-45
-0.9% -$3.56K 0.14% 77
2024
Q3 		$429K Hold
5,125
– – 0.13% 98
2024
Q2 		$401K Sell
5,125
-300
-6% -$23.8K 0.14% 94
2024
Q1 		$433K Hold
5,425
– – 0.17% 88
2023
Q4 		$409K Sell
5,425
-200
-4% -$14.1K 0.17% 92
2023
Q3 		$388K Sell
5,625
-150
-3% -$10.7K 0.18% 84
2023
Q2 		$419K Sell
5,775
-825
-13% -$59.9K 0.2% 84
2023
Q1 		$472K Sell
6,600
-175
-3% -$12.2K 0.23% 76
2022
Q4 		$445K Sell
6,775
-740
-10% -$46.4K 0.24% 79
2022
Q3 		$421K Sell
7,515
-880
-10% -$54.8K 0.23% 73
2022
Q2 		$525K Sell
8,395
-500
-6% -$34K 0.26% 68
2022
Q1 		$655K Sell
8,895
-75
-0.8% -$5.61K 0.26% 68
2021
Q4 		$706K Sell
8,970
-20
-0.2% -$1.58K 0.26% 68
2021
Q3 		$701K Sell
8,990
-2,335
-21% -$187K 0.26% 62
2021
Q2 		$893K Buy
11,325
+1,940
+21% +$154K 0.37% 43
2021
Q1 		$712K Sell
9,385
-4,691
-33% -$353K 0.31% 53
2020
Q4 		$1.03M Buy
+14,076
New +$963K 0.53% 44

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

Oak Family Advisors's EFA Position: Q2 2026 in Review

Oak Family Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 5,175 shares worth $538K. The position accounts for 0.14% of the portfolio, ranked #81.

Oak Family Advisors first reported a position in EFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q4 2020. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Oak Family Advisors held 5,175 shares of iShares MSCI EAFE ETF worth $538K as of Q2 2026.
  • Oak Family Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.14% of Oak Family Advisors's portfolio in Q2 2026, its #81 holding.
  • Oak Family Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Oak Family Advisors's iShares MSCI EAFE ETF position peaked at $1.03M in Q4 2020.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.