Brandywine Oak Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Brandywine Oak Private Wealth’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.2M	Buy	384,856 +9,687	+3%	+$930K	2.82%	7
2026 Q1	$34M	Buy	375,169 +23,347	+7%	+$2.18M	2.86%	7
2025 Q4	$31.5M	Buy	351,822 +14,225	+4%	+$1.26M	2.64%	8
2025 Q3	$29.5M	Buy	337,597 +566	+0.2%	+$48.1K	2.56%	8
2025 Q2	$28.1M	Sell	337,031 -7,789	-2%	-$618K	2.6%	9
2025 Q1	$26.1M	Buy	344,820 +8,801	+3%	+$658K	2.56%	11
2024 Q4	$23.6M	Buy	336,019 +12,712	+4%	+$938K	2.31%	12
2024 Q3	$25.2M	Buy	323,307 +9,506	+3%	+$712K	2.44%	10
2024 Q2	$22.8M	Buy	313,801 +10,399	+3%	+$765K	2.34%	10
2024 Q1	$22.5M	Buy	303,402 +16,327	+6%	+$1.16M	2.35%	10
2023 Q4	$20.2M	Sell	287,075 -1,217	-0.4%	-$80.2K	2.24%	10
2023 Q3	$18.6M	Buy	288,292 +12,697	+5%	+$850K	2.18%	10
2023 Q2	$18.6M	Buy	275,595 +32,793	+14%	+$2.22M	2.08%	12
2023 Q1	$16.2M	Buy	242,802 +33,358	+16%	+$2.19M	1.89%	12
2022 Q4	$12.9M	Buy	209,444 +123,705	+144%	+$7.28M	1.61%	14
2022 Q3	$4.51M	Buy	85,739 +56,914	+197%	+$3.35M	0.61%	24
2022 Q2	$1.7M	Buy	28,825 +25,289	+715%	+$1.62M	0.22%	72
2022 Q1	$245K	Sell	3,536 -1,502	-30%	-$106K	0.03%	305
2021 Q4	$376K	Buy	5,038 +1,752	+53%	+$132K	0.04%	227
2021 Q3	$243K	Sell	3,286 -1,453	-31%	-$111K	0.03%	294
2021 Q2	$354K	Buy	4,739 +1,944	+70%	+$147K	0.04%	227
2021 Q1	$201K	Buy	+2,795	New	+$200K	0.03%	272
2020 Q1	–	Sell	-4,325	Closed	-$282K	–	237
2019 Q4	$282K	Hold	4,325	–	–	0.05%	188
2019 Q3	$264K	Sell	4,325 -104	-2%	-$6.28K	0.05%	187
2019 Q2	$271K	Buy	4,429 +247	+6%	+$15.1K	0.05%	177
2019 Q1	$254K	Sell	4,182 -1,480	-26%	-$87.4K	0.05%	186
2018 Q4	$217K	Buy	+5,662	New	+$332K	0.05%	191

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Brandywine Oak Private Wealth's IEFA Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q2 2026, buying an estimated $930K and bringing the position to 384,856 shares worth $37.2M. The position accounts for 2.82% of the portfolio, ranked #7.

Brandywine Oak Private Wealth first reported a position in IEFA in Q4 2018 and has held it in 27 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Brandywine Oak Private Wealth held 384,856 shares of iShares Core MSCI EAFE ETF worth $37.2M as of Q2 2026.
Brandywine Oak Private Wealth bought 9,687 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $930K.
iShares Core MSCI EAFE ETF made up 2.82% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #7 holding.
Brandywine Oak Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 27 quarters since.
1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.