Boston Family Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Boston Family Office’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
2023 Q2	–	Sell	-3,538	Closed	-$236K	–	263
2023 Q1	$236K	Hold	3,538	–	–	0.02%	240
2022 Q4	$218K	Buy	+3,538	New	+$208K	0.02%	256
2022 Q1	–	Sell	-6,805	Closed	-$508K	–	289
2021 Q4	$508K	Hold	6,805	–	–	0.03%	211
2021 Q3	$505K	Hold	6,805	–	–	0.04%	203
2021 Q2	$509K	Hold	6,805	–	–	0.04%	205
2021 Q1	$490K	Sell	6,805 -358	-5%	-$25.6K	0.04%	207
2020 Q4	$495K	Buy	7,163 +358	+5%	+$23.1K	0.04%	203
2020 Q3	$410K	Hold	6,805	–	–	0.04%	191
2020 Q2	$389K	Hold	6,805	–	–	0.04%	194
2020 Q1	$340K	Hold	6,805	–	–	0.04%	197
2019 Q4	$444K	Hold	6,805	–	–	0.04%	202
2019 Q3	$416K	Sell	6,805 -1,475	-18%	-$89K	0.04%	205
2019 Q2	$508K	Hold	8,280	–	–	0.05%	191
2019 Q1	$503K	Sell	8,280 -700	-8%	-$41.3K	0.05%	191
2018 Q4	$494K	Hold	8,980	–	–	0.06%	183
2018 Q3	$575K	Hold	8,980	–	–	0.06%	189
2018 Q2	$569K	Hold	8,980	–	–	0.06%	185
2018 Q1	$592K	Hold	8,980	–	–	0.07%	181
2017 Q4	$593K	Hold	8,980	–	–	0.07%	186
2017 Q3	$558K	Hold	8,980	–	–	0.06%	188
2017 Q2	$558K	Buy	+8,980	New	+$542K	0.07%	184

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Boston Family Office's IEFA Position: Q2 2023 in Review

Boston Family Office sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2023, closing a stake of 3,538 shares — an estimated $236K sold.

Boston Family Office first reported a position in IEFA in Q2 2017 and held it in 21 quarters. The position peaked at $593K in Q4 2017. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

Boston Family Office reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
Boston Family Office sold 3,538 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $236K.
Boston Family Office first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and held it in 21 quarters.
Boston Family Office's iShares Core MSCI EAFE ETF position peaked at $593K in Q4 2017.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Boston Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.