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O'Connor Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

O'Connor Financial Group’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 		$1.04M Sell
9,984
-234
-2% -$24.1K 0.37% 31
2026
Q1 		$993K Sell
10,218
-126
-1% -$12.6K 0.41% 29
2025
Q4 		$1.03M Sell
10,344
-24
-0.2% -$2.28K 0.41% 30
2025
Q3 		$968K Buy
10,368
+35
+0.3% +$3.18K 0.41% 30
2025
Q2 		$925K Sell
10,333
-298
-3% -$25.4K 0.41% 28
2025
Q1 		$869K Buy
10,631
+227
+2% +$18.3K 0.45% 25
2024
Q4 		$787K Buy
10,404
+198
+2% +$15.7K 0.41% 30
2024
Q3 		$854K Buy
10,206
+409
+4% +$32.9K 0.45% 27
2024
Q2 		$767K Buy
9,797
+483
+5% +$38.3K 0.45% 29
2024
Q1 		$744K Sell
9,314
-7,649
-45% -$585K 0.44% 27
2023
Q4 		$1.28M Sell
16,963
-1,381
-8% -$97.6K 0.79% 26
2023
Q3 		$1.26M Sell
18,344
-53
-0.3% -$3.8K 0.87% 26
2023
Q2 		$1.33M Buy
18,397
+782
+4% +$56.8K 0.92% 24
2023
Q1 		$1.26M Buy
+17,615
New +$1.23M 0.95% 24

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

O'Connor Financial Group's EFA Position: Q2 2026 in Review

O'Connor Financial Group reduced its iShares MSCI EAFE ETF (EFA) stake by 2.3% in Q2 2026, selling an estimated $24.1K and leaving 9,984 shares worth $1.04M. The position accounts for 0.37% of the portfolio, ranked #31.

O'Connor Financial Group first reported a position in EFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.33M in Q2 2023. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • O'Connor Financial Group held 9,984 shares of iShares MSCI EAFE ETF worth $1.04M as of Q2 2026.
  • O'Connor Financial Group sold 234 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $24.1K.
  • iShares MSCI EAFE ETF made up 0.37% of O'Connor Financial Group's portfolio in Q2 2026, its #31 holding.
  • O'Connor Financial Group first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
  • O'Connor Financial Group's iShares MSCI EAFE ETF position peaked at $1.33M in Q2 2023.
  • 2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.