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

Oarsman 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 Q2	$533K	Sell	5,515 -559	-9%	-$53.7K	0.06%	136
2026 Q1	$550K	Sell	6,074 -1,015	-14%	-$94.7K	0.07%	130
2025 Q4	$634K	Buy	7,089 +2,081	+42%	+$184K	0.08%	126
2025 Q3	$437K	Sell	5,008 -1,137	-19%	-$96.6K	0.06%	152
2025 Q2	$513K	Sell	6,145 -1,136	-16%	-$90.2K	0.08%	139
2025 Q1	$551K	Buy	7,281 +1,935	+36%	+$145K	0.1%	127
2024 Q4	$376K	Sell	5,346 -148	-3%	-$10.9K	0.07%	151
2024 Q3	$429K	Sell	5,494 -1,100	-17%	-$82.3K	0.08%	144
2024 Q2	$479K	Buy	6,594 +2,869	+77%	+$211K	0.1%	129
2024 Q1	$276K	Sell	3,725 -2,188	-37%	-$156K	0.07%	181
2023 Q4	$416K	Buy	+5,913	New	+$390K	0.11%	138

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

Oarsman Capital's IEFA Position: Q2 2026 in Review

Oarsman Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.2% in Q2 2026, selling an estimated $53.7K and leaving 5,515 shares worth $533K. The position accounts for 0.06% of the portfolio, ranked #136.

Oarsman Capital first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $634K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Oarsman Capital held 5,515 shares of iShares Core MSCI EAFE ETF worth $533K as of Q2 2026.
Oarsman Capital sold 559 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $53.7K.
iShares Core MSCI EAFE ETF made up 0.06% of Oarsman Capital's portfolio in Q2 2026, its #136 holding.
Oarsman Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Oarsman Capital's iShares Core MSCI EAFE ETF position peaked at $634K in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.