LOPW
IEFA icon

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

Live 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 		$864K Buy
8,943
+1,111
+14% +$107K 0.11% 118
2026
Q1 		$709K Sell
7,832
-65
-0.8% -$6.07K 0.1% 111
2025
Q4 		$706K Sell
7,897
-58
-0.7% -$5.13K 0.1% 112
2025
Q3 		$695K Sell
7,955
-5
-0.1% -$425 0.1% 114
2025
Q2 		$665K Sell
7,960
-26
-0.3% -$2.06K 0.1% 117
2025
Q1 		$604K Buy
7,986
+524
+7% +$39.2K 0.1% 116
2024
Q4 		$524K Sell
7,462
-328
-4% -$24.2K 0.09% 124
2024
Q3 		$608K Buy
7,790
+333
+4% +$24.9K 0.1% 110
2024
Q2 		$542K Buy
7,457
+823
+12% +$60.6K 0.09% 115
2024
Q1 		$492K Buy
6,634
+559
+9% +$39.8K 0.09% 113
2023
Q4 		$427K Sell
6,075
-336
-5% -$22.1K 0.08% 112
2023
Q3 		$413K Buy
6,411
+314
+5% +$21K 0.09% 110
2023
Q2 		$412K Buy
6,097
+1,100
+22% +$74.6K 0.08% 110
2023
Q1 		$334K Sell
4,997
-231
-4% -$15.1K 0.07% 123
2022
Q4 		$322K Buy
5,228
+725
+16% +$42.7K 0.07% 129
2022
Q3 		$237K Sell
4,503
-360
-7% -$21.2K 0.05% 146
2022
Q2 		$286K Buy
4,863
+389
+9% +$25K 0.06% 142
2022
Q1 		$311K Sell
4,474
-1,009
-18% -$71.4K 0.06% 143
2021
Q4 		$409K Buy
5,483
+55
+1% +$4.13K 0.08% 134
2021
Q3 		$403K Buy
5,428
+186
+4% +$14.2K 0.08% 133
2021
Q2 		$392K Buy
5,242
+1,117
+27% +$84.3K 0.09% 124
2021
Q1 		$297K Buy
4,125
+349
+9% +$24.9K 0.07% 132
2020
Q4 		$261K Buy
+3,776
New +$244K 0.07% 129

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

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

Live Oak Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q2 2026, buying an estimated $107K and bringing the position to 8,943 shares worth $864K. The position accounts for 0.11% of the portfolio, ranked #118.

Live Oak Private Wealth first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Live Oak Private Wealth held 8,943 shares of iShares Core MSCI EAFE ETF worth $864K as of Q2 2026.
  • Live Oak Private Wealth bought 1,111 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $107K.
  • iShares Core MSCI EAFE ETF made up 0.11% of Live Oak Private Wealth's portfolio in Q2 2026, its #118 holding.
  • Live Oak Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.