OC
IEFA icon

Oppenheimer & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Oppenheimer & Co’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 		$5.29M Buy
58,485
+2,992
+5% +$279K 0.06% 319
2025
Q4 		$4.96M Buy
55,493
+1,915
+4% +$169K 0.07% 308
2025
Q3 		$4.68M Buy
53,578
+2,314
+5% +$197K 0.06% 357
2025
Q2 		$4.28M Buy
51,264
+1,494
+3% +$119K 0.06% 359
2025
Q1 		$3.77M Sell
49,770
-3,543
-7% -$265K 0.06% 363
2024
Q4 		$3.75M Buy
53,313
+1,081
+2% +$79.7K 0.06% 354
2024
Q3 		$4.08M Sell
52,232
-917
-2% -$68.6K 0.06% 333
2024
Q2 		$3.86M Buy
53,149
+1,162
+2% +$85.5K 0.06% 330
2024
Q1 		$3.86M Buy
51,987
+33
+0.1% +$2.35K 0.06% 332
2023
Q4 		$3.65M Sell
51,954
-1,788
-3% -$118K 0.07% 332
2023
Q3 		$3.46M Buy
53,742
+3,738
+7% +$250K 0.07% 308
2023
Q2 		$3.38M Buy
50,004
+381
+0.8% +$25.8K 0.07% 315
2023
Q1 		$3.32M Buy
49,623
+5,358
+12% +$351K 0.07% 312
2022
Q4 		$2.73M Sell
44,265
-5,943
-12% -$350K 0.06% 351
2022
Q3 		$2.64M Buy
50,208
+4,840
+11% +$285K 0.06% 355
2022
Q2 		$2.67M Buy
45,368
+2,749
+6% +$176K 0.06% 378
2022
Q1 		$2.96M Buy
42,619
+10,386
+32% +$735K 0.05% 397
2021
Q4 		$2.41M Buy
32,233
+1,488
+5% +$112K 0.04% 459
2021
Q3 		$2.28M Buy
30,745
+5,767
+23% +$439K 0.04% 472
2021
Q2 		$1.87M Buy
24,978
+5,316
+27% +$401K 0.03% 537
2021
Q1 		$1.42M Buy
19,662
+2,600
+15% +$186K 0.03% 578
2020
Q4 		$1.18M Buy
17,062
+674
+4% +$43.6K 0.02% 593
2020
Q3 		$988K Sell
16,388
-953
-5% -$57.5K 0.02% 587
2020
Q2 		$991K Sell
17,341
-500
-3% -$27.1K 0.03% 572
2020
Q1 		$890K Sell
17,841
-2,064
-10% -$123K 0.03% 564
2019
Q4 		$1.3M Buy
19,905
+3,425
+21% +$217K 0.03% 537
2019
Q3 		$1.01M Buy
16,480
+1,077
+7% +$65K 0.03% 595
2019
Q2 		$946K Buy
15,403
+625
+4% +$38.3K 0.03% 615
2019
Q1 		$898K Sell
14,778
-282
-2% -$16.6K 0.02% 618
2018
Q4 		$828K Sell
15,060
-201
-1% -$11.8K 0.03% 576
2018
Q3 		$978K Sell
15,261
-455
-3% -$29K 0.02% 604
2018
Q2 		$996K Sell
15,716
-926
-6% -$61.3K 0.03% 596
2018
Q1 		$1.1M Buy
16,642
+5,119
+44% +$344K 0.03% 579
2017
Q4 		$762K Buy
11,523
+5,173
+81% +$337K 0.02% 706
2017
Q3 		$407K Hold
6,350
– – 0.01% 923
2017
Q2 		$387K Buy
6,350
+1,477
+30% +$89.1K 0.01% 927
2017
Q1 		$282K Buy
4,873
+1,022
+27% +$57.5K 0.01% 1022
2016
Q4 		$207K Sell
3,851
-35
-0.9% -$1.88K 0.01% 1146
2016
Q3 		$214K Buy
+3,886
New +$210K 0.01% 1111

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

Oppenheimer & Co's IEFA Position: Q1 2026 in Review

Oppenheimer & Co increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.4% in Q1 2026, buying an estimated $279K and bringing the position to 58,485 shares worth $5.29M. The position accounts for 0.06% of the portfolio, ranked #319.

Oppenheimer & Co first reported a position in IEFA in Q3 2016 and has held it in 39 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Oppenheimer & Co held 58,485 shares of iShares Core MSCI EAFE ETF worth $5.29M as of Q1 2026.
  • Oppenheimer & Co bought 2,992 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $279K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Oppenheimer & Co's portfolio in Q1 2026, its #319 holding.
  • Oppenheimer & Co first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and has held it in 39 quarters since.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.