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O'Donnell Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

O'Donnell Financial Services’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 		$19.2M Buy
184,808
+12,905
+8% +$1.33M 5.65% 5
2026
Q1 		$16.7M Buy
171,903
+3,126
+2% +$313K 5.74% 6
2025
Q4 		$16.2M Buy
168,777
+4,799
+3% +$455K 5.54% 6
2025
Q3 		$15.3M Buy
163,978
+11,750
+8% +$1.07M 5.45% 6
2025
Q2 		$13.6M Buy
152,228
+64,053
+73% +$5.47M 5.22% 7
2025
Q1 		$7.21M Buy
+88,175
New +$7.11M 2.97% 11

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'Donnell Financial Services's EFA Position: Q2 2026 in Review

O'Donnell Financial Services increased its iShares MSCI EAFE ETF (EFA) stake by 7.5% in Q2 2026, buying an estimated $1.33M and bringing the position to 184,808 shares worth $19.2M. The position accounts for 5.65% of the portfolio, ranked #5.

O'Donnell Financial Services first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. 2,263 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • O'Donnell Financial Services held 184,808 shares of iShares MSCI EAFE ETF worth $19.2M as of Q2 2026.
  • O'Donnell Financial Services bought 12,905 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.33M.
  • iShares MSCI EAFE ETF made up 5.65% of O'Donnell Financial Services's portfolio in Q2 2026, its #5 holding.
  • O'Donnell Financial Services first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,263 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.