Oak Grove Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Oak Grove 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
2026 Q3	$701K	Hold	7,236	–	–	0.03%	85
2026 Q2	$699K	Hold	7,236	–	–	0.03%	79
2026 Q1	$655K	Buy	+7,236	New	+$675K	0.06%	62
2018 Q2	–	Sell	-65	Closed	-$4K	–	167
2018 Q1	$4K	Buy	+65	New	+$4.37K	﹤0.01%	142

Other funds holding IEFA

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Oak Grove Capital's IEFA Position: Q3 2026 in Review

Oak Grove Capital held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 7,236 shares worth $701K. The position accounts for 0.03% of the portfolio, ranked #85.

Oak Grove Capital first reported a position in IEFA in Q1 2018 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Oak Grove Capital held 7,236 shares of iShares Core MSCI EAFE ETF worth $701K as of Q3 2026.
Oak Grove Capital left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
iShares Core MSCI EAFE ETF made up 0.03% of Oak Grove Capital's portfolio in Q3 2026, its #85 holding.
Oak Grove Capital first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 4 quarters since.
155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Oak Grove Capital's 13F filing for Q3 2026, filed 9 Oct 2026.