Okabena Investment Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Okabena Investment 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 Q1	$10.2M	Buy	104,696 +2,613	+3%	+$261K	1.96%	16
2025 Q4	$9.8M	Sell	102,083 -1,570	-2%	-$149K	1.87%	16
2025 Q3	$9.68M	Buy	103,653 +2,272	+2%	+$207K	1.88%	14
2025 Q2	$9.06M	Buy	101,381 +1,839	+2%	+$157K	2.01%	14
2025 Q1	$8.14M	Buy	99,542 +2,443	+3%	+$197K	2.05%	15
2024 Q4	$7.34M	Sell	97,099 -6,207	-6%	-$492K	2.04%	15
2024 Q3	$8.64M	Hold	103,306	–	–	2.44%	11
2024 Q2	$8.09M	Sell	103,306 -2,500	-2%	-$198K	2.57%	11
2024 Q1	$8.45M	Hold	105,806	–	–	2.81%	9
2023 Q4	$7.97M	Buy	+105,806	New	+$7.48M	3.1%	7
2022 Q4	–	Sell	-3,750	Closed	-$210K	–	225
2022 Q3	$210K	Hold	3,750	–	–	0.1%	102
2022 Q2	$234K	Hold	3,750	–	–	0.12%	86
2022 Q1	$276K	Hold	3,750	–	–	0.12%	92
2021 Q4	$295K	Buy	+3,750	New	+$297K	0.11%	94

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

Okabena Investment Services's EFA Position: Q1 2026 in Review

Okabena Investment Services increased its iShares MSCI EAFE ETF (EFA) stake by 2.6% in Q1 2026, buying an estimated $261K and bringing the position to 104,696 shares worth $10.2M. The position accounts for 1.96% of the portfolio, ranked #16.

Okabena Investment Services first reported a position in EFA in Q4 2021 and has held it in 14 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Okabena Investment Services held 104,696 shares of iShares MSCI EAFE ETF worth $10.2M as of Q1 2026.
Okabena Investment Services bought 2,613 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $261K.
iShares MSCI EAFE ETF made up 1.96% of Okabena Investment Services's portfolio in Q1 2026, its #16 holding.
Okabena Investment Services first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 14 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.