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KWB Wealth’s Harbor International Compounders ETF OSEA Stock Holding History

KWB Wealth’s Portfolio OSEA Stock Details OSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.19M Buy
137,212
+35,440
+35% +$1.07M 0.36% 52
2026
Q1 		$3.08M Sell
101,772
-1,028
-1% -$31.1K 0.3% 51
2025
Q4 		$3.11M Buy
102,800
+31,007
+43% +$939K 0.29% 51
2025
Q3 		$2.1M Buy
71,793
+17,909
+33% +$523K 0.23% 56
2025
Q2 		$1.43M Buy
53,884
+14,781
+38% +$410K 0.17% 65
2025
Q1 		$1.01M Buy
39,103
+27,938
+250% +$750K 0.12% 76
2024
Q4 		$323K Buy
+11,165
New +$305K 0.04% 114

Other funds holding OSEA

AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

KWB Wealth's OSEA Position: Q2 2026 in Review

KWB Wealth increased its Harbor International Compounders ETF (OSEA) stake by 35% in Q2 2026, buying an estimated $1.07M and bringing the position to 137,212 shares worth $4.19M. The position accounts for 0.36% of the portfolio, ranked #52.

KWB Wealth first reported a position in OSEA in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold OSEA as of Q2 2026.

  • KWB Wealth held 137,212 shares of Harbor International Compounders ETF worth $4.19M as of Q2 2026.
  • KWB Wealth bought 35,440 Harbor International Compounders ETF shares in Q2 2026, an estimated $1.07M.
  • Harbor International Compounders ETF made up 0.36% of KWB Wealth's portfolio in Q2 2026, its #52 holding.
  • KWB Wealth first reported a position in Harbor International Compounders ETF in Q4 2024 and has held it in 7 quarters since.
  • 8 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.