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ORG Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

ORG Partners’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 		$2.11K Hold
22
– – ﹤0.01% 1436
2025
Q3 		$2.05K Hold
22
– – ﹤0.01% 1309
2025
Q2 		$1.96K Sell
22
-839
-97% -$71.6K ﹤0.01% 1237
2025
Q1 		$70.5K Sell
861
-760
-47% -$61.3K 0.02% 437
2024
Q4 		$123K Buy
1,621
+1,084
+202% +$85.8K 0.02% 391
2024
Q3 		$44.9K Sell
537
-3,165
-85% -$255K 0.01% 533
2024
Q2 		$290K Buy
+3,702
New +$293K 0.04% 333
2024
Q1 		– Sell
-5,016
Closed -$378K – 686
2023
Q4 		$378K Buy
5,016
+4,633
+1,210% +$327K 0.06% 208
2023
Q3 		$26.4K Sell
383
-1,898
-83% -$136K 0.01% 646
2023
Q2 		$165K Buy
+2,281
New +$166K 0.03% 406

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

ORG Partners's EFA Position: Q4 2025 in Review

ORG Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q4 2025 at 22 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

ORG Partners first reported a position in EFA in Q2 2023 and has held it in 10 quarters since. The position peaked at $378K in Q4 2023. 2,208 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

  • ORG Partners held 22 shares of iShares MSCI EAFE ETF worth $2.11K as of Q4 2025.
  • ORG Partners left its iShares MSCI EAFE ETF share count unchanged in Q4 2025.
  • iShares MSCI EAFE ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1436 holding.
  • ORG Partners first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's iShares MSCI EAFE ETF position peaked at $378K in Q4 2023.
  • 2,208 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.