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Oxinas Partners Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Oxinas Partners Wealth Management’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 		$235K Sell
2,428
-183
-7% -$17.6K 0.09% 136
2026
Q1 		$236K Buy
2,611
+229
+10% +$21.4K 0.11% 129
2025
Q4 		$213K Sell
2,382
-380
-14% -$33.6K 0.1% 124
2025
Q3 		$241K Sell
2,762
-584
-17% -$49.6K 0.13% 109
2025
Q2 		$279K Sell
3,346
-55
-2% -$4.37K 0.14% 109
2025
Q1 		$257K Hold
3,401
– – 0.15% 104
2024
Q4 		$239K Buy
3,401
+5
+0.1% +$369 0.14% 105
2024
Q3 		$265K Sell
3,396
-100
-3% -$7.49K 0.16% 99
2024
Q2 		$254K Buy
3,496
+5
+0.1% +$368 0.17% 105
2024
Q1 		$259K Sell
3,491
-46
-1% -$3.27K 0.17% 105
2023
Q4 		$249K Sell
3,537
-69
-2% -$4.55K 0.18% 95
2023
Q3 		$232K Sell
3,606
-4
-0.1% -$268 0.17% 100
2023
Q2 		$244K Sell
3,610
-99
-3% -$6.71K 0.16% 105
2023
Q1 		$248K Hold
3,709
– – 0.18% 92
2022
Q4 		$229K Sell
3,709
-267
-7% -$15.7K 0.19% 82
2022
Q3 		$209K Sell
3,976
-246
-6% -$14.5K 0.17% 82
2022
Q2 		$248K Sell
4,222
-462
-10% -$29.6K 0.19% 86
2022
Q1 		$326K Sell
4,684
-10,592
-69% -$749K 0.2% 80
2021
Q4 		$1.14M Sell
15,276
-2,351
-13% -$177K 0.65% 44
2021
Q3 		$1.31M Sell
17,627
-1,016
-5% -$77.3K 0.76% 38
2021
Q2 		$1.4M Buy
18,643
+1,241
+7% +$93.7K 0.8% 34
2021
Q1 		$1.25M Sell
17,402
-146
-0.8% -$10.4K 0.8% 40
2020
Q4 		$1.21M Buy
+17,548
New +$1.13M 0.9% 31

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Oxinas Partners Wealth Management's IEFA Position: Q2 2026 in Review

Oxinas Partners Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7% in Q2 2026, selling an estimated $17.6K and leaving 2,428 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #136.

Oxinas Partners Wealth Management first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.4M in Q2 2021. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Oxinas Partners Wealth Management held 2,428 shares of iShares Core MSCI EAFE ETF worth $235K as of Q2 2026.
  • Oxinas Partners Wealth Management sold 183 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $17.6K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Oxinas Partners Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Oxinas Partners Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.4M in Q2 2021.
  • 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.