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SkyOak Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

SkyOak Wealth’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 		$721K Buy
6,942
+306
+5% +$31.5K 0.12% 110
2026
Q1 		$645K Sell
6,636
-10
-0.2% -$1K 0.12% 112
2025
Q4 		$638K Sell
6,646
-33
-0.5% -$3.13K 0.11% 109
2025
Q3 		$624K Sell
6,679
-669
-9% -$60.8K 0.12% 109
2025
Q2 		$657K Sell
7,348
-1,984
-21% -$169K 0.13% 101
2025
Q1 		$763K Hold
9,332
– – 0.17% 88
2024
Q4 		$706K Buy
9,332
+890
+11% +$70.5K 0.15% 91
2024
Q3 		$706K Hold
8,442
– – 0.16% 90
2024
Q2 		$661K Buy
8,442
+1,638
+24% +$130K 0.15% 94
2024
Q1 		$543K Buy
6,804
+262
+4% +$20K 0.13% 113
2023
Q4 		$493K Hold
6,542
– – 0.13% 122
2023
Q3 		$451K Buy
6,542
+148
+2% +$10.6K 0.13% 117
2023
Q2 		$464K Buy
6,394
+3,058
+92% +$222K 0.13% 131
2023
Q1 		$239K Buy
3,336
+46
+1% +$3.22K 0.07% 194
2022
Q4 		$216K Buy
+3,290
New +$206K 0.07% 195
2020
Q1 		– Sell
-69,559
Closed -$4.83M – 241
2019
Q4 		$4.83M Buy
+69,559
New +$4.7M 1.5% 12

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

SkyOak Wealth's EFA Position: Q2 2026 in Review

SkyOak Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 4.6% in Q2 2026, buying an estimated $31.5K and bringing the position to 6,942 shares worth $721K. The position accounts for 0.12% of the portfolio, ranked #110.

SkyOak Wealth first reported a position in EFA in Q4 2019 and has held it in 16 quarters since. The position peaked at $4.83M in Q4 2019. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • SkyOak Wealth held 6,942 shares of iShares MSCI EAFE ETF worth $721K as of Q2 2026.
  • SkyOak Wealth bought 306 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $31.5K.
  • iShares MSCI EAFE ETF made up 0.12% of SkyOak Wealth's portfolio in Q2 2026, its #110 holding.
  • SkyOak Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 16 quarters since.
  • SkyOak Wealth's iShares MSCI EAFE ETF position peaked at $4.83M in Q4 2019.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.