Oak Barrel Wealth Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
Other funds holding IEFA
Oak Barrel Wealth Advisory's IEFA Position: Q2 2026 in Review
Oak Barrel Wealth Advisory opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 18,435 shares worth $1.78M. The stake represents 0.79% of the portfolio and ranks #22 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in IEFA as recently as Q4 2025.
Oak Barrel Wealth Advisory first reported a position in IEFA in Q4 2025 and has held it in 2 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Oak Barrel Wealth Advisory held 18,435 shares of iShares Core MSCI EAFE ETF worth $1.78M as of Q2 2026.
- iShares Core MSCI EAFE ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
- iShares Core MSCI EAFE ETF made up 0.79% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #22 holding.
- Oak Barrel Wealth Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 2 quarters since.
- 2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.