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Five Oceans Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Five Oceans Advisors’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
2025
Q2 		– Sell
-2,836
Closed -$215K – 193
2025
Q1 		$215K Sell
2,836
-270
-9% -$20.2K 0.1% 158
2024
Q4 		$218K Sell
3,106
-8,274
-73% -$610K 0.1% 153
2024
Q3 		$888K Buy
+11,380
New +$852K 0.43% 44

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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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Five Oceans Advisors's IEFA Position: Q2 2025 in Review

Five Oceans Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 2,836 shares — an estimated $215K sold.

Five Oceans Advisors first reported a position in IEFA in Q3 2024 and held it in 3 quarters. The position peaked at $888K in Q3 2024. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Five Oceans Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Five Oceans Advisors sold 2,836 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $215K.
  • Five Oceans Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and held it in 3 quarters.
  • Five Oceans Advisors's iShares Core MSCI EAFE ETF position peaked at $888K in Q3 2024.
  • 2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Five Oceans Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.