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OFC Financial Planning’s iShares MSCI EAFE ETF EFA Stock Holding History

OFC Financial Planning’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 		$573K Hold
5,517
– – 0.51% 39
2026
Q1 		$536K Hold
5,517
– – 0.53% 40
2025
Q4 		$530K Sell
5,517
-539
-9% -$51.1K 0.5% 42
2025
Q3 		$565K Sell
6,056
-87
-1% -$7.91K 0.56% 41
2025
Q2 		$549K Sell
6,143
-80
-1% -$6.83K 0.58% 40
2025
Q1 		$509K Hold
6,223
– – 0.58% 41
2024
Q4 		$471K Buy
+6,223
New +$493K 0.5% 44

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

OFC Financial Planning's EFA Position: Q2 2026 in Review

OFC Financial Planning held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 5,517 shares worth $573K. The position accounts for 0.51% of the portfolio, ranked #39.

OFC Financial Planning first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 1,587 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • OFC Financial Planning held 5,517 shares of iShares MSCI EAFE ETF worth $573K as of Q2 2026.
  • OFC Financial Planning left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.51% of OFC Financial Planning's portfolio in Q2 2026, its #39 holding.
  • OFC Financial Planning first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,587 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.