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

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

Octavia Wealth Advisors's IEFA Position: Q2 2026 in Review

Octavia Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.8% in Q2 2026, buying an estimated $3.43M and bringing the position to 495,563 shares worth $47.9M. The position accounts for 4.13% of the portfolio, ranked #6.

Octavia Wealth Advisors first reported a position in IEFA in Q4 2020 and has held it in 16 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Octavia Wealth Advisors held 495,563 shares of iShares Core MSCI EAFE ETF worth $47.9M as of Q2 2026.
Octavia Wealth Advisors bought 35,723 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.43M.
iShares Core MSCI EAFE ETF made up 4.13% of Octavia Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Octavia Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 16 quarters since.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.