Oakwell Private Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Oakwell Private Wealth Management’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	$1.82M	Buy	18,748 +250	+1%	+$25K	0.33%	31
2025 Q4	$1.78M	Buy	18,498 +375	+2%	+$35.6K	0.33%	31
2025 Q3	$1.69M	Sell	18,123 -47	-0.3%	-$4.27K	0.34%	30
2025 Q2	$1.62M	Buy	18,170 +47	+0.3%	+$4.01K	0.37%	27
2025 Q1	$1.48M	Sell	18,123 -2,842	-14%	-$229K	0.41%	29
2024 Q4	$1.59M	Hold	20,965	–	–	0.44%	25
2024 Q3	$1.75M	Hold	20,965	–	–	0.5%	24
2024 Q2	$1.64M	Hold	20,965	–	–	0.46%	25
2024 Q1	$1.67M	Hold	20,965	–	–	0.51%	25
2023 Q4	$1.58M	Hold	20,965	–	–	0.55%	26
2023 Q3	$1.44M	Hold	20,965	–	–	0.61%	26
2023 Q2	$1.52M	Sell	20,965 -63	-0.3%	-$4.58K	0.64%	26
2023 Q1	$1.5M	Buy	21,028 +63	+0.3%	+$4.41K	0.69%	24
2022 Q4	$1.38M	Hold	20,965	–	–	0.66%	23
2022 Q3	$1.17M	Hold	20,965	–	–	0.65%	24
2022 Q2	$1.31M	Buy	20,965 +4,178	+25%	+$284K	0.75%	19
2022 Q1	$1.24M	Hold	16,787	–	–	0.62%	23
2021 Q4	$1.32M	Hold	16,787	–	–	0.66%	21
2021 Q3	$1.31M	Hold	16,787	–	–	0.71%	20
2021 Q2	$1.32M	Hold	16,787	–	–	0.85%	19
2021 Q1	$1.27M	Buy	16,787 +1,314	+8%	+$98.9K	0.9%	18
2020 Q4	$1.13M	Buy	+15,473	New	+$1.06M	0.89%	19

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oakwell Private Wealth Management's EFA Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q1 2026, buying an estimated $25K and bringing the position to 18,748 shares worth $1.82M. The position accounts for 0.33% of the portfolio, ranked #31.

Oakwell Private Wealth Management first reported a position in EFA in Q4 2020 and has held it in 22 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Oakwell Private Wealth Management held 18,748 shares of iShares MSCI EAFE ETF worth $1.82M as of Q1 2026.
Oakwell Private Wealth Management bought 250 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $25K.
iShares MSCI EAFE ETF made up 0.33% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #31 holding.
Oakwell Private Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.