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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
2023
Q3 		– Sell
-307,887
Closed -$20.8M – 90
2023
Q2 		$20.8M Buy
307,887
+7,627
+3% +$517K 15.2% 3
2023
Q1 		$20.1M Buy
+300,260
New +$19.7M 15.53% 1

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bull Oak Capital's IEFA Position: Q1 2026 in Review

Bull Oak Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.7% in Q1 2026, buying an estimated $1.91M and bringing the position to 381,907 shares worth $34.6M. The position accounts for 13.29% of the portfolio, ranked #2.

Bull Oak Capital first reported a position in IEFA in Q4 2021 and has held it in 13 quarters since. 2,399 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Bull Oak Capital held 381,907 shares of iShares Core MSCI EAFE ETF worth $34.6M as of Q1 2026.
  • Bull Oak Capital bought 20,437 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.91M.
  • iShares Core MSCI EAFE ETF made up 13.29% of Bull Oak Capital's portfolio in Q1 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 13 quarters since.
  • 2,399 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.