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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Oak Harbor Wealth Partners's IEFA Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.75% in Q1 2026, buying an estimated $81.7K and bringing the position to 118,234 shares worth $10.7M. The position accounts for 2.51% of the portfolio, ranked #7.

Oak Harbor Wealth Partners first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $11M in Q1 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Oak Harbor Wealth Partners held 118,234 shares of iShares Core MSCI EAFE ETF worth $10.7M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 875 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $81.7K.
  • iShares Core MSCI EAFE ETF made up 2.51% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #7 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $11M in Q1 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.