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Octavia Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Octavia Wealth Advisors’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 		$47.9M Buy
495,563
+35,723
+8% +$3.43M 4.13% 6
2026
Q1 		$41.6M Buy
459,840
+272,170
+145% +$25.4M 3.98% 7
2025
Q4 		$16.8M Buy
187,670
+11,930
+7% +$1.05M 1.6% 15
2025
Q3 		$15.3M Buy
175,740
+6,063
+4% +$515K 1.53% 18
2025
Q2 		$14.2M Sell
169,677
-3,582
-2% -$284K 1.61% 18
2025
Q1 		$13.1M Sell
173,259
-28,846
-14% -$2.16M 1.59% 18
2024
Q4 		$14.2M Buy
202,105
+20,231
+11% +$1.49M 1.72% 19
2024
Q3 		$14.2M Buy
181,874
+31,089
+21% +$2.33M 1.75% 19
2024
Q2 		$11M Buy
150,785
+31,016
+26% +$2.28M 1.49% 18
2024
Q1 		$8.89M Buy
119,769
+102,255
+584% +$7.28M 1.31% 20
2023
Q4 		$1.23M Buy
+17,514
New +$1.15M 0.22% 65
2022
Q1 		– Sell
-3,483
Closed -$260K – 201
2021
Q4 		$260K Sell
3,483
-26
-0.7% -$1.95K 0.06% 165
2021
Q3 		$260K Sell
3,509
-673
-16% -$51.2K 0.07% 149
2021
Q2 		$313K Sell
4,182
-28
-0.7% -$2.11K 0.08% 127
2021
Q1 		$303K Sell
4,210
-1,357
-24% -$97K 0.09% 132
2020
Q4 		$385K Buy
+5,567
New +$360K 0.13% 112

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return