Bogart Wealth LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $597K | Buy |
6,595
+2,909
| +79% | +$272K | 0.02% | 156 |
|
|
2025
Q4 | $330K | Buy |
3,686
+672
| +22% | +$59.4K | 0.01% | 197 |
|
|
2025
Q3 | $263K | Buy |
3,014
+185
| +7% | +$15.7K | 0.01% | 215 |
|
|
2025
Q2 | $236K | Sell |
2,829
-273
| -9% | -$21.7K | 0.01% | 216 |
|
|
2025
Q1 | $235K | Buy |
3,102
+343
| +12% | +$25.6K | 0.01% | 209 |
|
|
2024
Q4 | $194K | Buy |
2,759
+336
| +14% | +$24.8K | 0.01% | 222 |
|
|
2024
Q3 | $189K | Buy |
2,423
+376
| +18% | +$28.1K | 0.01% | 217 |
|
|
2024
Q2 | $149K | Sell |
2,047
-174
| -8% | -$12.8K | 0.01% | 239 |
|
|
2024
Q1 | $165K | Sell |
2,221
-77,494
| -97% | -$5.52M | 0.01% | 215 |
|
|
2023
Q4 | $5.61M | Buy |
79,715
+202
| +0.3% | +$13.3K | 0.32% | 80 |
|
|
2023
Q3 | $5.12M | Hold |
79,513
| – | – | 0.32% | 80 |
|
|
2023
Q2 | $5.37M | Buy |
79,513
+70
| +0.1% | +$4.75K | 0.34% | 77 |
|
|
2023
Q1 | $5.31M | Buy |
79,443
+844
| +1% | +$55.3K | 0.35% | 71 |
|
|
2022
Q4 | $4.84M | Sell |
78,599
-19
| -0% | -$1.12K | 0.34% | 67 |
|
|
2022
Q3 | $4.14M | Hold |
78,618
| – | – | 0.35% | 63 |
|
|
2022
Q2 | $4.63M | Hold |
78,618
| – | – | 0.41% | 49 |
|
|
2022
Q1 | $5.46M | Sell |
78,618
-203
| -0.3% | -$14.4K | 0.47% | 45 |
|
|
2021
Q4 | $5.88M | Buy |
78,821
+491
| +0.6% | +$36.9K | 0.53% | 42 |
|
|
2021
Q3 | $5.82M | Sell |
78,330
-65
| -0.1% | -$4.95K | 0.59% | 23 |
|
|
2021
Q2 | $5.87M | Buy |
78,395
+79
| +0.1% | +$5.96K | 0.64% | 18 |
|
|
2021
Q1 | $5.64M | Hold |
78,316
| – | – | 0.79% | 18 |
|
|
2020
Q4 | $5.41M | Hold |
78,316
| – | – | 1% | 17 |
|
|
2020
Q3 | $4.72M | Sell |
78,316
-1,992
| -2% | -$120K | 1.05% | 15 |
|
|
2020
Q2 | $4.59M | Sell |
80,308
-25,190
| -24% | -$1.37M | 1.08% | 15 |
|
|
2020
Q1 | $5.26M | Buy |
105,498
+25,163
| +31% | +$1.5M | 1.44% | 15 |
|
|
2019
Q4 | $5.24M | Buy |
80,335
+77,473
| +2,707% | +$4.91M | 1.67% | 10 |
|
|
2019
Q3 | $175K | Hold |
2,862
| – | – | 0.09% | 98 |
|
|
2019
Q2 | $175K | Sell |
2,862
-1,423
| -33% | -$87.2K | 0.11% | 97 |
|
|
2019
Q1 | $260K | Buy |
4,285
+215
| +5% | +$12.7K | 0.13% | 75 |
|
|
2018
Q4 | $223K | Sell |
4,070
-225
| -5% | -$13.2K | 0.11% | 65 |
|
|
2018
Q3 | $275K | Buy |
4,295
+2,590
| +152% | +$165K | 0.16% | 64 |
|
|
2018
Q2 | $108K | Buy |
1,705
+431
| +34% | +$28.5K | 0.07% | 96 |
|
|
2018
Q1 | $84K | Sell |
1,274
-273
| -18% | -$18.3K | 0.05% | 103 |
|
|
2017
Q4 | $102K | Hold |
1,547
| – | – | 0.07% | 92 |
|
|
2017
Q3 | $99K | Buy |
+1,547
| New | +$96.8K | 0.07% | 84 |
|
Other funds holding IEFA
Bogart Wealth LLC's IEFA Position: Q1 2026 in Review
Bogart Wealth LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 79% in Q1 2026, buying an estimated $272K and bringing the position to 6,595 shares worth $597K. The position accounts for 0.02% of the portfolio, ranked #156.
Bogart Wealth LLC first reported a position in IEFA in Q3 2017 and has held it in 35 quarters since. The position peaked at $5.88M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Bogart Wealth LLC held 6,595 shares of iShares Core MSCI EAFE ETF worth $597K as of Q1 2026.
- Bogart Wealth LLC bought 2,909 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $272K.
- iShares Core MSCI EAFE ETF made up 0.02% of Bogart Wealth LLC's portfolio in Q1 2026, its #156 holding.
- Bogart Wealth LLC first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 35 quarters since.
- Bogart Wealth LLC's iShares Core MSCI EAFE ETF position peaked at $5.88M in Q4 2021.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.