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Bull Oak Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bull Oak Capital’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 		$38.9M Buy
403,026
+21,119
+6% +$2.03M 12.97% 2
2026
Q1 		$34.6M Buy
381,907
+20,437
+6% +$1.91M 13.29% 2
2025
Q4 		$32.3M Buy
361,470
+4,935
+1% +$436K 13.21% 2
2025
Q3 		$31.1M Buy
356,535
+2,425
+0.7% +$206K 13.22% 2
2025
Q2 		$29.6M Buy
354,110
+4,135
+1% +$328K 13.47% 2
2025
Q1 		$26.5M Buy
349,975
+26,663
+8% +$1.99M 14.43% 2
2024
Q4 		$22.7M Buy
323,312
+32,600
+11% +$2.4M 12.64% 3
2024
Q3 		$22.7M Buy
290,712
+6,889
+2% +$516K 13.03% 3
2024
Q2 		$20.6M Buy
283,823
+49,544
+21% +$3.65M 13.28% 3
2024
Q1 		$17.4M Sell
234,279
-2,527
-1% -$180K 11.65% 4
2023
Q4 		$16.7M Buy
+236,806
New +$15.6M 4.28% 7
2023
Q1 		– Sell
-73,643
Closed -$4.83M – 24
2022
Q4 		$4.54M Buy
+73,643
New +$4.33M 3.83% 7
2022
Q2 		– Sell
-3,643
Closed -$253K – 23
2022
Q1 		$253K Hold
3,643
– – 0.21% 25
2021
Q4 		$272K Buy
+3,643
New +$274K 0.25% 18

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bull Oak Capital's IEFA Position: Q2 2026 in Review

Bull Oak Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.5% in Q2 2026, buying an estimated $2.03M and bringing the position to 403,026 shares worth $38.9M. The position accounts for 12.97% of the portfolio, ranked #2.

Bull Oak Capital first reported a position in IEFA in Q4 2021 and has held it in 14 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Bull Oak Capital held 403,026 shares of iShares Core MSCI EAFE ETF worth $38.9M as of Q2 2026.
  • Bull Oak Capital bought 21,119 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.03M.
  • iShares Core MSCI EAFE ETF made up 12.97% of Bull Oak Capital's portfolio in Q2 2026, its #2 holding.
  • Bull Oak Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 14 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.