B.O.S.S. Retirement Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

B.O.S.S. Retirement Advisors’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	$274K	Sell	2,838 -350	-11%	-$33.6K	0.07%	133
2026 Q1	$289K	Sell	3,188 -246	-7%	-$23K	0.09%	136
2025 Q4	$307K	Sell	3,434 -364	-10%	-$32.2K	0.1%	131
2025 Q3	$332K	Buy	3,798 +625	+20%	+$53.1K	0.08%	149
2025 Q2	$265K	Sell	3,173 -4,365	-58%	-$346K	0.07%	160
2025 Q1	$570K	Buy	7,538 +788	+12%	+$58.9K	0.17%	97
2024 Q4	$474K	Buy	+6,750	New	+$498K	0.13%	107
2024 Q1	–	Sell	-10,302	Closed	-$725K	–	175
2023 Q4	$725K	Buy	10,302 +1,261	+14%	+$83.1K	0.14%	167
2023 Q3	$582K	Buy	9,041 +835	+10%	+$55.9K	0.13%	182
2023 Q2	$554K	Sell	8,206 -42	-0.5%	-$2.85K	0.12%	181
2023 Q1	$551K	Buy	8,248 +1,509	+22%	+$98.9K	0.13%	171
2022 Q4	$415K	Buy	+6,739	New	+$397K	0.11%	173

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

B.O.S.S. Retirement Advisors's IEFA Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2026, selling an estimated $33.6K and leaving 2,838 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #133.

B.O.S.S. Retirement Advisors first reported a position in IEFA in Q4 2022 and has held it in 12 quarters since. The position peaked at $725K in Q4 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

B.O.S.S. Retirement Advisors held 2,838 shares of iShares Core MSCI EAFE ETF worth $274K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 350 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $33.6K.
iShares Core MSCI EAFE ETF made up 0.07% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #133 holding.
B.O.S.S. Retirement Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 12 quarters since.
B.O.S.S. Retirement Advisors's iShares Core MSCI EAFE ETF position peaked at $725K in Q4 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.