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 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 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

ORBA Wealth Advisors's EFA Position: Q1 2026 in Review

ORBA Wealth Advisors reduced its iShares MSCI EAFE ETF (EFA) stake by 4% in Q1 2026, selling an estimated $33K and leaving 7,998 shares worth $777K. The position accounts for 0.93% of the portfolio, ranked #33.

ORBA Wealth Advisors first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.31M in Q3 2024. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

ORBA Wealth Advisors held 7,998 shares of iShares MSCI EAFE ETF worth $777K as of Q1 2026.
ORBA Wealth Advisors sold 330 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $33K.
iShares MSCI EAFE ETF made up 0.93% of ORBA Wealth Advisors's portfolio in Q1 2026, its #33 holding.
ORBA Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's iShares MSCI EAFE ETF position peaked at $1.31M in Q3 2024.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.