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

ORG Wealth 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
2026 Q2	$2.49K	Sell	24 -461	-95%	-$47.4K	﹤0.01%	624
2026 Q1	$47.1K	Hold	485	–	–	0.01%	337
2025 Q4	$46.6K	Hold	485	–	–	0.01%	329
2025 Q3	$45.3K	Hold	485	–	–	0.01%	330
2025 Q2	$43.3K	Hold	485	–	–	0.01%	338
2025 Q1	$39.7K	Hold	485	–	–	0.01%	370
2024 Q4	$36.7K	Buy	485 +24	+5%	+$1.9K	0.01%	271
2024 Q3	$38.6K	Buy	+461	New	+$37.1K	0.01%	266

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

ORG Wealth Partners's EFA Position: Q2 2026 in Review

ORG Wealth Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 95% in Q2 2026, selling an estimated $47.4K and leaving 24 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

ORG Wealth Partners first reported a position in EFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $47.1K in Q1 2026. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

ORG Wealth Partners held 24 shares of iShares MSCI EAFE ETF worth $2.49K as of Q2 2026.
ORG Wealth Partners sold 461 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $47.4K.
iShares MSCI EAFE ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #624 holding.
ORG Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares MSCI EAFE ETF position peaked at $47.1K in Q1 2026.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.