Blue Oak Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Blue Oak Capital’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
2025 Q2	$493K	Buy	+5,510	New	+$470K	0.26%	46

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

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

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

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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

Blue Oak Capital's EFA Position: Q2 2025 in Review

Blue Oak Capital opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2025: 5,510 shares worth $493K. The stake represents 0.26% of the portfolio and ranks #46 among its holdings.

2,027 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Blue Oak Capital held 5,510 shares of iShares MSCI EAFE ETF worth $493K as of Q2 2025.
iShares MSCI EAFE ETF was a new Blue Oak Capital position in Q2 2025.
iShares MSCI EAFE ETF made up 0.26% of Blue Oak Capital's portfolio in Q2 2025, its #46 holding.
2,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.