Oxford Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Oxford Financial Group’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	$1.4M	Sell	15,492 -123	-0.8%	-$11.5K	0.08%	74
2025 Q4	$1.4M	Buy	15,615 +15,227	+3,924%	+$1.35M	0.08%	69
2025 Q3	$33.9K	Sell	388 -7,650	-95%	-$650K	﹤0.01%	248
2025 Q2	$671K	Sell	8,038 -1,192	-13%	-$94.6K	0.04%	107
2025 Q1	$698K	Sell	9,230 -4,966	-35%	-$371K	0.05%	104
2024 Q4	$998K	Buy	14,196 +11,997	+546%	+$885K	0.06%	96
2024 Q3	$172K	Hold	2,199	–	–	0.01%	244
2024 Q2	$160K	Hold	2,199	–	–	0.01%	261
2024 Q1	$163K	Hold	2,199	–	–	0.01%	223
2023 Q4	$155K	Sell	2,199 -139	-6%	-$9.16K	0.01%	235
2023 Q3	$150K	Hold	2,338	–	–	0.01%	220
2023 Q2	$158K	Buy	2,338 +1,655	+242%	+$112K	0.02%	232
2023 Q1	$45.7K	Sell	683 -32,340	-98%	-$2.12M	0.01%	217
2022 Q4	$2.04M	Buy	33,023 +32,201	+3,917%	+$1.9M	0.24%	40
2022 Q3	$43K	Hold	822	–	–	0.01%	201
2022 Q2	$48K	Sell	822 -140	-15%	-$8.98K	0.01%	222
2022 Q1	$67K	Hold	962	–	–	0.01%	215
2021 Q4	$72K	Buy	962 +544	+130%	+$40.9K	0.01%	227
2021 Q3	$31K	Hold	418	–	–	﹤0.01%	222
2021 Q2	$31K	Hold	418	–	–	﹤0.01%	204
2021 Q1	$30K	Hold	418	–	–	﹤0.01%	195
2020 Q4	$29K	Hold	418	–	–	﹤0.01%	189
2020 Q3	$25K	Hold	418	–	–	﹤0.01%	176
2020 Q2	$24K	Sell	418 -139	-25%	-$7.53K	﹤0.01%	178
2020 Q1	$28K	Buy	+557	New	+$33.1K	0.01%	183

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Oxford Financial Group's IEFA Position: Q1 2026 in Review

Oxford Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.79% in Q1 2026, selling an estimated $11.5K and leaving 15,492 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #74.

Oxford Financial Group first reported a position in IEFA in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.04M in Q4 2022. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Oxford Financial Group held 15,492 shares of iShares Core MSCI EAFE ETF worth $1.4M as of Q1 2026.
Oxford Financial Group sold 123 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $11.5K.
iShares Core MSCI EAFE ETF made up 0.08% of Oxford Financial Group's portfolio in Q1 2026, its #74 holding.
Oxford Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 25 quarters since.
Oxford Financial Group's iShares Core MSCI EAFE ETF position peaked at $2.04M in Q4 2022.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.