BOS Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BOS Asset Management’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	$212K	Buy	+2,191	New	+$210K	0.05%	192
2024 Q2	–	Sell	-3,617	Closed	-$268K	–	161
2024 Q1	$268K	Buy	+3,617	New	+$257K	0.14%	122
2023 Q4	–	Sell	-11,038	Closed	-$710K	–	156
2023 Q3	$710K	Buy	+11,038	New	+$739K	0.52%	49

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BOS Asset Management's IEFA Position: Q2 2026 in Review

BOS Asset Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 2,191 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #192 among its holdings. This is a return to the name: BOS Asset Management previously reported a position in IEFA as recently as Q1 2024.

BOS Asset Management first reported a position in IEFA in Q3 2023 and has held it in 3 quarters since. The position peaked at $710K in Q3 2023. 743 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

BOS Asset Management held 2,191 shares of iShares Core MSCI EAFE ETF worth $212K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new BOS Asset Management position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.05% of BOS Asset Management's portfolio in Q2 2026, its #192 holding.
BOS Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 3 quarters since.
BOS Asset Management's iShares Core MSCI EAFE ETF position peaked at $710K in Q3 2023.
743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.