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Orin Green Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

Orin Green Financial’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 		$9.89M Sell
95,203
-1,818
-2% -$187K 3.65% 7
2026
Q1 		$9.42M Sell
97,021
-909
-0.9% -$90.9K 3.87% 6
2025
Q4 		$9.4M Sell
97,930
-5,175
-5% -$491K 3.76% 7
2025
Q3 		$9.63M Buy
103,105
+1,110
+1% +$101K 3.85% 7
2025
Q2 		$9.12M Sell
101,995
-5,733
-5% -$489K 3.86% 7
2025
Q1 		$8.69M Buy
+107,728
New +$8.68M 4.1% 7
2024
Q4 		– Sell
-107,753
Closed -$8.53M – 8
2024
Q3 		$9.01M Buy
107,753
+686
+0.6% +$55.2K 3.89% 7
2024
Q2 		$8.39M Buy
+107,067
New +$8.48M 3.86% 7
2024
Q1 		– Sell
-109,264
Closed -$8.36M – 7
2023
Q4 		$8.23M Sell
109,264
-761
-0.7% -$53.8K 4.06% 8
2023
Q3 		$7.58M Sell
110,025
-1,843
-2% -$132K 4.21% 7
2023
Q2 		$8.11M Sell
111,868
-830
-0.7% -$60.3K 4.24% 8
2023
Q1 		$8.06M Sell
112,698
-1,665
-1% -$116K 4.36% 7
2022
Q4 		$7.51M Buy
114,363
+3,784
+3% +$237K 4.41% 7
2022
Q3 		$6.2M Sell
110,579
-9,040
-8% -$563K 4.03% 9
2022
Q2 		$7.34M Buy
119,619
+13,851
+13% +$943K 4.59% 8
2022
Q1 		$7.79M Buy
105,768
+2,302
+2% +$172K 5.08% 5
2021
Q4 		$7.95M Sell
103,466
-2,465
-2% -$195K 5.76% 4
2021
Q3 		$8.26M Buy
105,931
+770
+0.7% +$61.6K 5.77% 4
2021
Q2 		$8.29M Buy
105,161
+17,859
+20% +$1.42M 5.87% 4
2021
Q1 		$6.62M Sell
87,302
-8,062
-8% -$607K 5.39% 4
2020
Q4 		$6.96M Buy
+95,364
New +$6.52M 5.52% 5

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Orin Green Financial's EFA Position: Q2 2026 in Review

Orin Green Financial reduced its iShares MSCI EAFE ETF (EFA) stake by 1.9% in Q2 2026, selling an estimated $187K and leaving 95,203 shares worth $9.89M. The position accounts for 3.65% of the portfolio, ranked #7.

Orin Green Financial first reported a position in EFA in Q4 2020 and has held it in 21 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Orin Green Financial held 95,203 shares of iShares MSCI EAFE ETF worth $9.89M as of Q2 2026.
  • Orin Green Financial sold 1,818 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $187K.
  • iShares MSCI EAFE ETF made up 3.65% of Orin Green Financial's portfolio in Q2 2026, its #7 holding.
  • Orin Green Financial first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.