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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
Q2 		$1.71M Sell
16,418
-190
-1% -$19.5K 0.64% 45
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 $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 Harbor Wealth Partners's EFA Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q2 2026, selling an estimated $19.5K and leaving 16,418 shares worth $1.71M. The position accounts for 0.64% of the portfolio, ranked #45.

Oak Harbor Wealth Partners first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Oak Harbor Wealth Partners held 16,418 shares of iShares MSCI EAFE ETF worth $1.71M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 190 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $19.5K.
  • iShares MSCI EAFE ETF made up 0.64% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.