Orgel Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Orgel Wealth Management’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	$3.69M	Buy	35,489 +1,852	+6%	+$190K	0.07%	38
2026 Q1	$3.27M	Sell	33,637 -783	-2%	-$78.3K	0.07%	37
2025 Q4	$3.31M	Buy	34,420 +17	+0%	+$1.61K	0.07%	37
2025 Q3	$3.21M	Hold	34,403	–	–	0.07%	37
2025 Q2	$3.08M	Hold	34,403	–	–	0.07%	37
2025 Q1	$2.81M	Buy	34,403 +1,930	+6%	+$156K	0.07%	34
2024 Q4	$2.46M	Hold	32,473	–	–	0.06%	35
2024 Q3	$2.72M	Hold	32,473	–	–	0.07%	35
2024 Q2	$2.54M	Buy	+32,473	New	+$2.57M	0.07%	33
2020 Q1	–	Sell	-6,642	Closed	-$461K	–	42
2019 Q4	$461K	Sell	6,642 -48	-0.7%	-$3.24K	0.13%	29
2019 Q3	$436K	Buy	6,690 +123	+2%	+$7.93K	0.16%	25
2019 Q2	$432K	Hold	6,567	–	–	0.17%	23
2019 Q1	$426K	Sell	6,567 -3,085	-32%	-$194K	0.14%	24
2018 Q4	$567K	Buy	9,652 +6,258	+184%	+$391K	0.17%	24
2018 Q3	$231K	Sell	3,394 -139	-4%	-$9.39K	0.1%	36
2018 Q2	$237K	Buy	3,533 +139	+4%	+$9.74K	0.06%	36
2018 Q1	$236K	Sell	3,394 -285	-8%	-$20.3K	0.06%	35
2017 Q4	$259K	Buy	3,679 +285	+8%	+$19.8K	0.06%	34
2017 Q3	$232K	Sell	3,394 -270	-7%	-$18.1K	0.08%	27
2017 Q2	$239K	Buy	+3,664	New	+$237K	0.09%	19
2017 Q1	–	Sell	-3,464	Closed	-$200K	–	28
2016 Q4	$200K	Buy	+3,464	New	+$200K	0.13%	21
2016 Q2	–	Sell	-5,274	Closed	-$301K	–	21
2016 Q1	$301K	Buy	5,274 +525	+11%	+$28.9K	0.19%	12
2015 Q4	$279K	Buy	+4,749	New	+$286K	0.24%	15

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

Orgel Wealth Management's EFA Position: Q2 2026 in Review

Orgel Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 5.5% in Q2 2026, buying an estimated $190K and bringing the position to 35,489 shares worth $3.69M. The position accounts for 0.07% of the portfolio, ranked #38.

Orgel Wealth Management first reported a position in EFA in Q4 2015 and has held it in 23 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Orgel Wealth Management held 35,489 shares of iShares MSCI EAFE ETF worth $3.69M as of Q2 2026.
Orgel Wealth Management bought 1,852 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $190K.
iShares MSCI EAFE ETF made up 0.07% of Orgel Wealth Management's portfolio in Q2 2026, its #38 holding.
Orgel Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2015 and has held it in 23 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.