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

Okabena Investment Services’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.61M	Buy	50,965 +2,770	+6%	+$259K	0.89%	25
2025 Q4	$4.31M	Buy	48,195 +17	+0%	+$1.5K	0.82%	27
2025 Q3	$4.21M	Buy	48,178 +2,470	+5%	+$210K	0.82%	27
2025 Q2	$3.82M	Hold	45,708	–	–	0.85%	26
2025 Q1	$3.46M	Buy	45,708 +471	+1%	+$35.2K	0.87%	26
2024 Q4	$3.18M	Buy	45,237 +794	+2%	+$58.6K	0.88%	23
2024 Q3	$3.47M	Hold	44,443	–	–	0.98%	23
2024 Q2	$3.23M	Hold	44,443	–	–	1.02%	24
2024 Q1	$3.3M	Hold	44,443	–	–	1.1%	25
2023 Q4	$3.13M	Buy	44,443 +27,505	+162%	+$1.81M	1.22%	24
2023 Q3	$1.09M	Hold	16,938	–	–	0.85%	32
2023 Q2	$1.14M	Hold	16,938	–	–	0.84%	31
2023 Q1	$1.13M	Hold	16,938	–	–	0.79%	38
2022 Q4	$1.04M	Sell	16,938 -28,924	-63%	-$1.7M	0.69%	45
2022 Q3	$2.42M	Sell	45,862 -36,959	-45%	-$2.17M	1.17%	25
2022 Q2	$4.87M	Buy	82,821 +5,259	+7%	+$337K	2.51%	8
2022 Q1	$5.39M	Sell	77,562 -2,117	-3%	-$150K	2.28%	9
2021 Q4	$5.95M	Buy	79,679 +79,249	+18,430%	+$5.96M	2.26%	8
2021 Q3	$32K	Hold	430	–	–	0.02%	98
2021 Q2	$32K	Hold	430	–	–	0.02%	92
2021 Q1	$31K	Hold	430	–	–	0.02%	67
2020 Q4	$30K	Hold	430	–	–	0.02%	68
2020 Q3	$26K	Hold	430	–	–	0.02%	71
2020 Q2	$25K	Buy	+430	New	+$23.3K	0.02%	67

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Okabena Investment Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.7% in Q1 2026, buying an estimated $259K and bringing the position to 50,965 shares worth $4.61M. The position accounts for 0.89% of the portfolio, ranked #25.

Okabena Investment Services first reported a position in IEFA in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.95M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Okabena Investment Services held 50,965 shares of iShares Core MSCI EAFE ETF worth $4.61M as of Q1 2026.
Okabena Investment Services bought 2,770 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $259K.
iShares Core MSCI EAFE ETF made up 0.89% of Okabena Investment Services's portfolio in Q1 2026, its #25 holding.
Okabena Investment Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
Okabena Investment Services's iShares Core MSCI EAFE ETF position peaked at $5.95M in Q4 2021.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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