The first 3 I think is an intentional release "package" that Larian has and is waiting on cinematics etc. for half-orcs or something before releasing:
- The overland path to moonrise towers. This would involve meeting Minthara's half-orc associate and as a result
- half-orc playable race
- barbarian class
- and finally allow versatile weapons to be used one handed without requiring a shield(although this might be delayed until monk is added it'd be nice if it was added since it's a reasonable thing to exist and doesn't require anything else)

I tried to keep a realistic expectation and justification for those expectations