OHWP
EFA icon

Oak Harbor Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Oak Harbor Wealth Partners’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 		$1.61M Buy
16,608
+5,995
+56% +$600K 0.38% 68
2025
Q4 		$1.02M Sell
10,613
-358
-3% -$34K 0.24% 90
2025
Q3 		$1.02M Buy
10,971
+361
+3% +$32.8K 0.25% 87
2025
Q2 		$948K Sell
10,610
-270
-2% -$23.1K 0.26% 86
2025
Q1 		$889K Buy
10,880
+236
+2% +$19K 0.25% 85
2024
Q4 		$805K Buy
10,644
+1,271
+14% +$101K 0.23% 94
2024
Q3 		$784K Buy
9,373
+464
+5% +$37.3K 0.22% 101
2024
Q2 		$698K Sell
8,909
-284
-3% -$22.5K 0.22% 92
2024
Q1 		$734K Sell
9,193
-344
-4% -$26.3K 0.23% 96
2023
Q4 		$719K Sell
9,537
-991
-9% -$70K 0.24% 88
2023
Q3 		$726K Sell
10,528
-836
-7% -$59.9K 0.26% 84
2023
Q2 		$824K Sell
11,364
-122
-1% -$8.86K 0.28% 78
2023
Q1 		$821K Buy
11,486
+37
+0.3% +$2.59K 0.3% 78
2022
Q4 		$752K Sell
11,449
-510
-4% -$31.9K 0.29% 78
2022
Q3 		$670K Buy
11,959
+214
+2% +$13.3K 0.26% 78
2022
Q2 		$734K Sell
11,745
-20
-0.2% -$1.36K 0.29% 76
2022
Q1 		$866K Sell
11,765
-254
-2% -$19K 0.28% 78
2021
Q4 		$946K Buy
+12,019
New +$952K 0.33% 70

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

Oak Harbor Wealth Partners's EFA Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 56% in Q1 2026, buying an estimated $600K and bringing the position to 16,608 shares worth $1.61M. The position accounts for 0.38% of the portfolio, ranked #68.

Oak Harbor Wealth Partners first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Oak Harbor Wealth Partners held 16,608 shares of iShares MSCI EAFE ETF worth $1.61M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 5,995 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $600K.
  • iShares MSCI EAFE ETF made up 0.38% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #68 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.