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

ORBA Wealth Advisors’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
2025 Q4	–	Sell	-3,123	Closed	-$273K	–	84
2025 Q3	$273K	Hold	3,123	–	–	0.22%	70
2025 Q2	$261K	Sell	3,123 -11,198	-78%	-$889K	0.24%	65
2025 Q1	$1.08M	Hold	14,321	–	–	0.55%	41
2024 Q4	$1.01M	Sell	14,321 -548	-4%	-$40.4K	0.53%	41
2024 Q3	$1.16M	Sell	14,869 -250	-2%	-$18.7K	0.59%	40
2024 Q2	$1.1M	Buy	15,119 +373	+3%	+$27.4K	0.57%	38
2024 Q1	$1.09M	Buy	14,746 +1,736	+13%	+$124K	0.61%	36
2023 Q4	$915K	Buy	+13,010	New	+$858K	0.55%	39

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

ORBA Wealth Advisors's IEFA Position: Q4 2025 in Review

ORBA Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 3,123 shares — an estimated $273K sold.

ORBA Wealth Advisors first reported a position in IEFA in Q4 2023 and held it in 8 quarters. The position peaked at $1.16M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

ORBA Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
ORBA Wealth Advisors sold 3,123 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $273K.
ORBA Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 8 quarters.
ORBA Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $1.16M in Q3 2024.
2,344 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on ORBA Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.