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Sierra Ocean’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sierra Ocean’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
2025
Q3 		– Sell
-846
Closed -$70.7K – 464
2025
Q2 		$70.7K Hold
846
– – 0.05% 146
2025
Q1 		$64K Hold
846
– – 0.05% 143
2024
Q4 		$59.5K Buy
+846
New +$62.4K 0.05% 150

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sierra Ocean's IEFA Position: Q3 2025 in Review

Sierra Ocean sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 846 shares — an estimated $70.7K sold.

Sierra Ocean first reported a position in IEFA in Q4 2024 and held it in 3 quarters. The position peaked at $70.7K in Q2 2025. 2,135 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Sierra Ocean reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 846 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $70.7K.
  • Sierra Ocean first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's iShares Core MSCI EAFE ETF position peaked at $70.7K in Q2 2025.
  • 2,135 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.