Boston Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Boston Financial 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
2024 Q4	$1.48M	Buy	21,080 +7,886	+60%	+$582K	0.04%	168
2024 Q3	$1.03M	Sell	13,194 -358	-3%	-$26.8K	0.03%	190
2024 Q2	$984K	Buy	13,552 +10,693	+374%	+$787K	0.03%	192
2024 Q1	$212K	Hold	2,859	–	–	0.01%	322
2023 Q4	$201K	Buy	+2,859	New	+$188K	0.01%	310
2023 Q3	–	Sell	-3,514	Closed	-$237K	–	307
2023 Q2	$237K	Buy	+3,514	New	+$238K	0.01%	293
2022 Q3	–	Sell	-12,835	Closed	-$755K	–	308
2022 Q2	$755K	Buy	+12,835	New	+$823K	0.03%	181
2021 Q4	–	Sell	-2,815	Closed	-$209K	–	268
2021 Q3	$209K	Buy	+2,815	New	+$214K	0.01%	247
2018 Q4	–	Sell	-25,658	Closed	-$1.64M	–	262
2018 Q3	$1.64M	Buy	+25,658	New	+$1.64M	0.1%	137

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Boston Financial Management's IEFA Position: Q4 2024 in Review

Boston Financial Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 60% in Q4 2024, buying an estimated $582K and bringing the position to 21,080 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #168.

Boston Financial Management first reported a position in IEFA in Q3 2018 and has held it in 9 quarters since. The position peaked at $1.64M in Q3 2018. 2,001 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

Boston Financial Management held 21,080 shares of iShares Core MSCI EAFE ETF worth $1.48M as of Q4 2024.
Boston Financial Management bought 7,886 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $582K.
iShares Core MSCI EAFE ETF made up 0.04% of Boston Financial Management's portfolio in Q4 2024, its #168 holding.
Boston Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 9 quarters since.
Boston Financial Management's iShares Core MSCI EAFE ETF position peaked at $1.64M in Q3 2018.
2,001 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.