SEC 13F Intelligence

Bull Oak Capital, LLC / IEFA

Bull Oak Capital, LLC’s Ishares Tr Position

Does Bull Oak Capital, LLC own Ishares Tr (IEFA)? Yes381.9K shares worth $35M (+13.29% of its 13F portfolio) as of Q1 2026, up from 361.5K shares the prior filed quarter.

Position Value
$35M
Q1 2026
Shares
381.9K
% of Portfolio
+13.29%
Quarters Held
12
currently held

Position History IEFA

Reported value by quarter
Q4 ’22: $5MQ4 ’22Q3 ’23: $0Q4 ’23: $17MQ4 ’23Q1 ’24: $17MQ2 ’24: $21MQ2 ’24Q3 ’24: $23MQ4 ’24: $23MQ4 ’24Q1 ’25: $26MQ2 ’25: $30MQ2 ’25Q3 ’25: $31MQ4 ’25: $32MQ4 ’25Q1 ’26: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026381.9K$35M+13.29%
Q4 2025361.5K$32M+13.21%
Q3 2025356.5K$31M+13.22%
Q2 2025354.1K$30M+13.47%
Q1 2025350.0K$26M+14.43%
Q4 2024323.3K$23M+12.64%
Q3 2024290.7K$23M+13.03%
Q2 2024283.8K$21M+13.28%
Q1 2024234.3K$17M+11.65%
Q4 2023236.8K$17M+4.28%
Q3 20230$00.00%
Q4 202273.6K$5M+3.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bull Oak Capital, LLC’s full portfolio or all institutional holders of IEFA.