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Oldfather Financial Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Oldfather 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
2025
Q4 		$12.2M Buy
126,608
+4,157
+3% +$394K 3.62% 5
2025
Q3 		$11.4M Buy
122,451
+4,571
+4% +$416K 3.56% 6
2025
Q2 		$10.5M Buy
117,880
+4,205
+4% +$359K 3.62% 6
2025
Q1 		$9.29M Buy
113,675
+9,322
+9% +$751K 3.53% 7
2024
Q4 		$7.89M Buy
104,353
+979
+0.9% +$77.5K 3.01% 8
2024
Q3 		$8.65M Sell
103,374
-330
-0.3% -$26.6K 3.33% 6
2024
Q2 		$8.12M Buy
103,704
+1,615
+2% +$128K 3.33% 6
2024
Q1 		$8.15M Buy
102,089
+1,378
+1% +$105K 3.36% 6
2023
Q4 		$7.59M Buy
100,711
+4,218
+4% +$298K 3.38% 6
2023
Q3 		$6.65M Buy
96,493
+2,678
+3% +$192K 3.37% 6
2023
Q2 		$6.8M Sell
93,815
-3,160
-3% -$229K 3.32% 6
2023
Q1 		$6.94M Buy
96,975
+4,548
+5% +$318K 3.59% 7
2022
Q4 		$6.07M Buy
92,427
+4,370
+5% +$274K 3.46% 7
2022
Q3 		$4.93M Buy
88,057
+4,834
+6% +$301K 3.09% 7
2022
Q2 		$5.37M Buy
83,223
+8,539
+11% +$581K 3.06% 8
2022
Q1 		$5.19M Buy
74,684
+2,699
+4% +$202K 2.82% 8
2021
Q4 		$5.53M Buy
71,985
+7,304
+11% +$578K 2.9% 8
2021
Q3 		$5.26M Buy
64,681
+2,673
+4% +$214K 2.71% 8
2021
Q2 		$4.99M Buy
62,008
+4,240
+7% +$337K 2.73% 8
2021
Q1 		$4.49M Buy
57,768
+1,009
+2% +$76K 2.58% 9
2020
Q4 		$4.24M Buy
56,759
+4,731
+9% +$324K 2.52% 9
2020
Q3 		$3.39M Buy
52,028
+1,314
+3% +$84.1K 2.42% 9
2020
Q2 		$3.21M Buy
50,714
+4,411
+10% +$255K 2.49% 9
2020
Q1 		$2.6M Buy
46,303
+6,595
+17% +$419K 2.47% 8
2019
Q4 		$2.73M Buy
+39,708
New +$2.68M 2.53% 9

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oldfather Financial Services's EFA Position: Q4 2025 in Review

Oldfather Financial Services increased its iShares MSCI EAFE ETF (EFA) stake by 3.4% in Q4 2025, buying an estimated $394K and bringing the position to 126,608 shares worth $12.2M. The position accounts for 3.62% of the portfolio, ranked #5.

Oldfather Financial Services first reported a position in EFA in Q4 2019 and has held it in 25 quarters since. 2,208 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • Oldfather Financial Services held 126,608 shares of iShares MSCI EAFE ETF worth $12.2M as of Q4 2025.
  • Oldfather Financial Services bought 4,157 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $394K.
  • iShares MSCI EAFE ETF made up 3.62% of Oldfather Financial Services's portfolio in Q4 2025, its #5 holding.
  • Oldfather Financial Services first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,208 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.