Oakwell Private Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Oakwell Private Wealth Management’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	$8.06M	Sell	83,474 -239	-0.3%	-$23K	1.34%	16
2026 Q1	$7.58M	Buy	83,713 +127	+0.2%	+$11.9K	1.35%	16
2025 Q4	$7.48M	Sell	83,586 -305	-0.4%	-$27K	1.4%	16
2025 Q3	$7.32M	Sell	83,891 -1,959	-2%	-$166K	1.47%	16
2025 Q2	$7.17M	Sell	85,850 -76	-0.1%	-$6.03K	1.65%	13
2025 Q1	$6.5M	Sell	85,926 -2,680	-3%	-$200K	1.79%	13
2024 Q4	$6.23M	Sell	88,606 -1,217	-1%	-$89.8K	1.75%	13
2024 Q3	$7.01M	Sell	89,823 -3,421	-4%	-$256K	2.02%	11
2024 Q2	$6.77M	Sell	93,244 -71	-0.1%	-$5.22K	1.91%	13
2024 Q1	$6.93M	Sell	93,315 -745	-0.8%	-$53K	2.11%	11
2023 Q4	$6.62M	Sell	94,060 -1,262	-1%	-$83.2K	2.31%	10
2023 Q3	$6.13M	Sell	95,322 -316	-0.3%	-$21.2K	2.6%	8
2023 Q2	$6.46M	Buy	95,638 +718	+0.8%	+$48.7K	2.7%	8
2023 Q1	$6.35M	Sell	94,920 -3,097	-3%	-$203K	2.89%	9
2022 Q4	$6.04M	Buy	98,017 +28,283	+41%	+$1.66M	2.89%	9
2022 Q3	$3.67M	Buy	69,734 +55,505	+390%	+$3.26M	2.03%	13
2022 Q2	$837K	Buy	14,229 +10,152	+249%	+$651K	0.48%	30
2022 Q1	$283K	Sell	4,077 -2,072	-34%	-$147K	0.14%	52
2021 Q4	$459K	Buy	6,149 +3	+0%	+$225	0.23%	42
2021 Q3	$456K	Sell	6,146 -1,130	-16%	-$86K	0.25%	42
2021 Q2	$545K	Buy	7,276 +147	+2%	+$11.1K	0.35%	41
2021 Q1	$514K	Buy	7,129 +585	+9%	+$41.8K	0.36%	37
2020 Q4	$452K	Buy	+6,544	New	+$423K	0.36%	40

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Oakwell Private Wealth Management's IEFA Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.29% in Q2 2026, selling an estimated $23K and leaving 83,474 shares worth $8.06M. The position accounts for 1.34% of the portfolio, ranked #16.

Oakwell Private Wealth Management 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.

Oakwell Private Wealth Management held 83,474 shares of iShares Core MSCI EAFE ETF worth $8.06M as of Q2 2026.
Oakwell Private Wealth Management sold 239 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $23K.
iShares Core MSCI EAFE ETF made up 1.34% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #16 holding.
Oakwell Private Wealth Management 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 Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.