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SkyOak Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SkyOak Wealth’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 		$19.7M Buy
204,042
+12,293
+6% +$1.18M 3.22% 7
2026
Q1 		$17.4M Buy
191,749
+5,193
+3% +$485K 3.18% 6
2025
Q4 		$16.7M Buy
186,556
+10,075
+6% +$891K 3% 7
2025
Q3 		$15.4M Sell
176,481
-2,974
-2% -$253K 2.91% 6
2025
Q2 		$15M Buy
179,455
+9,732
+6% +$772K 3.01% 6
2025
Q1 		$12.8M Buy
169,723
+10,938
+7% +$818K 2.81% 8
2024
Q4 		$11.2M Buy
158,785
+9,180
+6% +$677K 2.39% 8
2024
Q3 		$11.7M Buy
149,605
+6,158
+4% +$461K 2.59% 8
2024
Q2 		$10.4M Buy
143,447
+4,742
+3% +$349K 2.43% 8
2024
Q1 		$10.3M Buy
138,705
+5,839
+4% +$416K 2.46% 8
2023
Q4 		$9.35M Buy
132,866
+11,751
+10% +$775K 2.43% 8
2023
Q3 		$7.79M Buy
121,115
+7,923
+7% +$530K 2.28% 8
2023
Q2 		$7.64M Buy
113,192
+8,790
+8% +$596K 2.16% 8
2023
Q1 		$6.98M Buy
104,402
+11,571
+12% +$759K 2.13% 8
2022
Q4 		$5.72M Buy
92,831
+6,396
+7% +$376K 1.92% 11
2022
Q3 		$4.55M Buy
86,435
+16,375
+23% +$963K 1.63% 12
2022
Q2 		$4.12M Buy
70,060
+8,158
+13% +$523K 1.41% 15
2022
Q1 		$4.3M Buy
61,902
+3,055
+5% +$216K 1.2% 22
2021
Q4 		$4.39M Buy
58,847
+7,720
+15% +$580K 1.12% 29
2021
Q3 		$3.8M Buy
51,127
+1,071
+2% +$81.5K 1.02% 29
2021
Q2 		$3.75M Buy
50,056
+7,637
+18% +$577K 1% 28
2021
Q1 		$3.19M Buy
42,419
+6,149
+17% +$439K 0.89% 31
2020
Q4 		$2.51M Buy
36,270
+4,256
+13% +$275K 0.78% 39
2020
Q3 		$1.93M Buy
32,014
+11,525
+56% +$695K 0.69% 45
2020
Q2 		$1.17M Buy
+20,489
New +$1.11M 0.43% 59

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 22.96% 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
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

SkyOak Wealth's IEFA Position: Q2 2026 in Review

SkyOak Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.4% in Q2 2026, buying an estimated $1.18M and bringing the position to 204,042 shares worth $19.7M. The position accounts for 3.22% of the portfolio, ranked #7.

SkyOak Wealth first reported a position in IEFA in Q2 2020 and has held it in 25 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • SkyOak Wealth held 204,042 shares of iShares Core MSCI EAFE ETF worth $19.7M as of Q2 2026.
  • SkyOak Wealth bought 12,293 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.18M.
  • iShares Core MSCI EAFE ETF made up 3.22% of SkyOak Wealth's portfolio in Q2 2026, its #7 holding.
  • SkyOak Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 25 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.