OHWP
IEFA icon

Oak Harbor Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Oak Harbor Wealth Partners’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 		$4.1M Sell
42,461
-75,773
-64% -$7.28M 1.53% 18
2026
Q1 		$10.7M Buy
118,234
+875
+0.7% +$81.7K 2.51% 7
2025
Q4 		$10.5M Sell
117,359
-3,254
-3% -$288K 2.52% 5
2025
Q3 		$10.5M Buy
120,613
+3,990
+3% +$339K 2.6% 5
2025
Q2 		$9.74M Buy
116,623
+1,850
+2% +$147K 2.63% 5
2025
Q1 		$8.68M Buy
114,773
+4,013
+4% +$300K 2.48% 8
2024
Q4 		$7.78M Buy
110,760
+6,415
+6% +$473K 2.26% 8
2024
Q3 		$8.14M Sell
104,345
-45,534
-30% -$3.41M 2.32% 6
2024
Q2 		$10.9M Buy
149,879
+1,628
+1% +$120K 3.42% 5
2024
Q1 		$11M Buy
148,251
+9,182
+7% +$654K 3.43% 4
2023
Q4 		$9.78M Buy
139,069
+4,444
+3% +$293K 3.28% 4
2023
Q3 		$8.66M Buy
134,625
+8,122
+6% +$544K 3.07% 5
2023
Q2 		$8.54M Buy
126,503
+5,193
+4% +$352K 2.92% 6
2023
Q1 		$8.11M Buy
121,310
+48,433
+66% +$3.18M 2.95% 6
2022
Q4 		$4.49M Sell
72,877
-22,995
-24% -$1.35M 1.71% 14
2022
Q3 		$5.05M Buy
95,872
+3,565
+4% +$210K 1.98% 8
2022
Q2 		$5.43M Sell
92,307
-4,120
-4% -$264K 2.16% 7
2022
Q1 		$6.7M Buy
96,427
+9,740
+11% +$689K 2.2% 7
2021
Q4 		$6.47M Buy
+86,687
New +$6.51M 2.22% 6

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

Oak Harbor Wealth Partners's IEFA Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 64% in Q2 2026, selling an estimated $7.28M and leaving 42,461 shares worth $4.1M. The position accounts for 1.53% of the portfolio, ranked #18.

Oak Harbor Wealth Partners first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $11M in Q1 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Oak Harbor Wealth Partners held 42,461 shares of iShares Core MSCI EAFE ETF worth $4.1M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 75,773 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $7.28M.
  • iShares Core MSCI EAFE ETF made up 1.53% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $11M in Q1 2024.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.