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ORBA Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

ORBA Wealth Advisors’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 		$681K Sell
6,559
-1,439
-18% -$148K 0.58% 43
2026
Q1 		$777K Sell
7,998
-330
-4% -$33K 0.93% 33
2025
Q4 		$800K Sell
8,328
-2,850
-25% -$270K 0.69% 39
2025
Q3 		$1.04M Hold
11,178
– – 0.86% 30
2025
Q2 		$999K Sell
11,178
-4,358
-28% -$372K 0.91% 29
2025
Q1 		$1.27M Sell
15,536
-100
-0.6% -$8.06K 0.64% 40
2024
Q4 		$1.18M Sell
15,636
-5
-0% -$396 0.62% 39
2024
Q3 		$1.31M Sell
15,641
-65
-0.4% -$5.23K 0.66% 38
2024
Q2 		$1.23M Buy
15,706
+280
+2% +$22.2K 0.64% 37
2024
Q1 		$1.23M Hold
15,426
– – 0.68% 34
2023
Q4 		$1.16M Buy
+15,426
New +$1.09M 0.7% 34

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

ORBA Wealth Advisors's EFA Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 18% in Q2 2026, selling an estimated $148K and leaving 6,559 shares worth $681K. The position accounts for 0.58% of the portfolio, ranked #43.

ORBA Wealth Advisors first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q3 2024. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • ORBA Wealth Advisors held 6,559 shares of iShares MSCI EAFE ETF worth $681K as of Q2 2026.
  • ORBA Wealth Advisors sold 1,439 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $148K.
  • iShares MSCI EAFE ETF made up 0.58% of ORBA Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • ORBA Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • ORBA Wealth Advisors's iShares MSCI EAFE ETF position peaked at $1.31M in Q3 2024.
  • 2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.