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BOK Financial Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BOK Financial Private 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
Q1 		$49.4M Sell
546,166
-1,131
-0.2% -$106K 2.99% 10
2025
Q4 		$49M Sell
547,297
-19,373
-3% -$1.71M 3% 9
2025
Q3 		$49.5M Sell
566,670
-12,677
-2% -$1.08M 3.11% 9
2025
Q2 		$48.4M Sell
579,347
-15,005
-3% -$1.19M 3.23% 9
2025
Q1 		$45M Buy
594,352
+13,249
+2% +$991K 3.38% 9
2024
Q4 		$40.8M Sell
581,103
-1,957
-0.3% -$144K 2.97% 9
2024
Q3 		$45.5M Sell
583,060
-23,878
-4% -$1.79M 3.29% 9
2024
Q2 		$44.1M Sell
606,938
-6,540
-1% -$481K 3.2% 10
2024
Q1 		$45.5M Sell
613,478
-21,669
-3% -$1.54M 3.39% 10
2023
Q4 		$44.7M Sell
635,147
-51,581
-8% -$3.4M 3.63% 9
2023
Q3 		$44.2M Sell
686,728
-10,375
-1% -$695K 3.87% 9
2023
Q2 		$47.1M Sell
697,103
-11,912
-2% -$808K 3.84% 10
2023
Q1 		$47.4M Sell
709,015
-19,444
-3% -$1.27M 3.81% 11
2022
Q4 		$44.9M Buy
728,459
+570,128
+360% +$33.6M 3.73% 11
2022
Q3 		$8.34M Buy
158,331
+40,414
+34% +$2.38M 0.75% 22
2022
Q2 		$6.94M Sell
117,917
-16,376
-12% -$1.05M 0.62% 23
2022
Q1 		$9.34M Sell
134,293
-23,956
-15% -$1.69M 0.66% 25
2021
Q4 		$11.8M Buy
158,249
+68,088
+76% +$5.12M 0.81% 21
2021
Q3 		$6.69M Sell
90,161
-124
-0.1% -$9.43K 0.53% 30
2021
Q2 		$6.76M Sell
90,285
-5,573
-6% -$421K 0.55% 30
2021
Q1 		$6.91M Sell
95,858
-388
-0.4% -$27.7K 0.63% 28
2020
Q4 		$6.65M Sell
96,246
-8,720
-8% -$564K 0.63% 29
2020
Q3 		$6.33M Sell
104,966
-35,717
-25% -$2.15M 0.66% 31
2020
Q2 		$8.04M Buy
140,683
+75,501
+116% +$4.09M 0.84% 30
2020
Q1 		$3.25M Buy
65,182
+29,309
+82% +$1.74M 0.39% 54
2019
Q4 		$2.34M Sell
35,873
-286
-0.8% -$18.1K 0.2% 78
2019
Q3 		$2.21M Sell
36,159
-6,737
-16% -$407K 0.31% 31
2019
Q2 		$2.63M Sell
42,896
-8,774
-17% -$538K 0.39% 31
2019
Q1 		$3.14M Buy
51,670
+8,296
+19% +$490K 0.42% 29
2018
Q4 		$2.39M Buy
43,374
+33,478
+338% +$1.96M 0.32% 32
2018
Q3 		$634K Sell
9,896
-1,357
-12% -$86.5K 0.1% 49
2018
Q2 		$713K Sell
11,253
-130
-1% -$8.6K 0.12% 46
2018
Q1 		$750K Sell
11,383
-1,007
-8% -$67.7K 0.12% 44
2017
Q4 		$819K Buy
12,390
+145
+1% +$9.45K 0.13% 47
2017
Q3 		$786K Buy
12,245
+304
+3% +$19K 0.13% 48
2017
Q2 		$727K Buy
11,941
+7
+0.1% +$422 0.11% 56
2017
Q1 		$692K Buy
11,934
+192
+2% +$10.8K 0.1% 64
2016
Q4 		$630K Buy
11,742
+534
+5% +$28.7K 0.1% 66
2016
Q3 		$618K Buy
11,208
+261
+2% +$14.1K 0.09% 69
2016
Q2 		$568K Buy
+10,947
New +$585K 0.09% 70
2015
Q3 		– Sell
-10,490
Closed -$612K – 81
2015
Q2 		$612K Sell
10,490
-123
-1% -$7.48K 0.1% 39
2015
Q1 		$621K Sell
10,613
-62,344
-85% -$3.58M 0.1% 39
2014
Q4 		$4.04M Buy
+72,957
New +$4.14M 0.66% 18

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BOK Financial Private Wealth's IEFA Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.21% in Q1 2026, selling an estimated $106K and leaving 546,166 shares worth $49.4M. The position accounts for 2.99% of the portfolio, ranked #10.

BOK Financial Private Wealth first reported a position in IEFA in Q4 2014 and has held it in 43 quarters since. The position peaked at $49.5M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • BOK Financial Private Wealth held 546,166 shares of iShares Core MSCI EAFE ETF worth $49.4M as of Q1 2026.
  • BOK Financial Private Wealth sold 1,131 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $106K.
  • iShares Core MSCI EAFE ETF made up 2.99% of BOK Financial Private Wealth's portfolio in Q1 2026, its #10 holding.
  • BOK Financial Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 43 quarters since.
  • BOK Financial Private Wealth's iShares Core MSCI EAFE ETF position peaked at $49.5M in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.