ORG Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

ORG Partners’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	$264K	Buy	2,951 +228	+8%	+$20.2K	0.05%	286
2025 Q3	$238K	Buy	2,723 +85	+3%	+$7.22K	0.04%	312
2025 Q2	$220K	Sell	2,638 -212	-7%	-$16.8K	0.05%	303
2025 Q1	$216K	Sell	2,850 -22,493	-89%	-$1.68M	0.05%	264
2024 Q4	$1.78M	Buy	25,343 +1,583	+7%	+$117K	0.24%	73
2024 Q3	$1.86M	Sell	23,760 -12,750	-35%	-$954K	0.3%	64
2024 Q2	$2.66M	Buy	+36,510	New	+$2.69M	0.33%	60
2024 Q1	–	Sell	-38,646	Closed	-$2.72M	–	769
2023 Q4	$2.72M	Buy	38,646 +23,507	+155%	+$1.55M	0.45%	47
2023 Q3	$974K	Sell	15,139 -16,378	-52%	-$1.1M	0.29%	87
2023 Q2	$2.13M	Buy	31,517 +1,877	+6%	+$127K	0.35%	55
2023 Q1	$2M	Buy	+29,640	New	+$1.94M	0.49%	39

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ORG Partners's IEFA Position: Q4 2025 in Review

ORG Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.4% in Q4 2025, buying an estimated $20.2K and bringing the position to 2,951 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #286.

ORG Partners first reported a position in IEFA in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.72M in Q4 2023. 2,338 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

ORG Partners held 2,951 shares of iShares Core MSCI EAFE ETF worth $264K as of Q4 2025.
ORG Partners bought 228 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $20.2K.
iShares Core MSCI EAFE ETF made up 0.05% of ORG Partners's portfolio in Q4 2025, its #286 holding.
ORG Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's iShares Core MSCI EAFE ETF position peaked at $2.72M in Q4 2023.
2,338 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

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