Octavia Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Octavia Wealth 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
2025 Q4	–	Sell	-4,107	Closed	-$383K	–	260
2025 Q3	$383K	Buy	4,107 +1,106	+37%	+$101K	0.04%	165
2025 Q2	$268K	Sell	3,001 -102	-3%	-$8.71K	0.03%	180
2025 Q1	$254K	Sell	3,103 -37	-1%	-$2.98K	0.03%	187
2024 Q4	$237K	Sell	3,140 -70	-2%	-$5.54K	0.03%	201
2024 Q3	$268K	Buy	3,210 +6	+0.2%	+$483	0.03%	181
2024 Q2	$251K	Buy	3,204 +500	+18%	+$39.6K	0.03%	188
2024 Q1	$216K	Buy	+2,704	New	+$207K	0.03%	201
2021 Q1	–	Sell	-2,777	Closed	-$203K	–	167
2020 Q4	$203K	Buy	+2,777	New	+$190K	0.07%	149

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Octavia Wealth Advisors's EFA Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 4,107 shares — an estimated $383K sold.

Octavia Wealth Advisors first reported a position in EFA in Q4 2020 and held it in 8 quarters. The position peaked at $383K in Q3 2025. 2,214 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

Octavia Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Octavia Wealth Advisors sold 4,107 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $383K.
Octavia Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 8 quarters.
Octavia Wealth Advisors's iShares MSCI EAFE ETF position peaked at $383K in Q3 2025.
2,214 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.