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

Boston Research & 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 Q1	$6.3M	Sell	69,552 -229	-0.3%	-$21.4K	1.5%	27
2025 Q4	$6.24M	Sell	69,781 -796	-1%	-$70.4K	1.44%	26
2025 Q3	$6.16M	Buy	70,577 +31	+0%	+$2.63K	1.36%	27
2025 Q2	$5.89M	Buy	70,546 +1,624	+2%	+$129K	1.41%	26
2025 Q1	$5.21M	Buy	68,922 +29	+0%	+$2.17K	1.29%	33
2024 Q4	$4.84M	Buy	68,893 +1,615	+2%	+$119K	1.19%	39
2024 Q3	$5.25M	Buy	67,278 +935	+1%	+$70K	1.23%	38
2024 Q2	$4.82M	Buy	66,343 +974	+1%	+$71.7K	1.22%	37
2024 Q1	$4.85M	Sell	65,369 -1,488	-2%	-$106K	1.2%	39
2023 Q4	$4.7M	Buy	66,857 +1,607	+2%	+$106K	1.25%	37
2023 Q3	$4.2M	Buy	65,250 +500	+0.8%	+$33.5K	1.24%	37
2023 Q2	$4.37M	Sell	64,750 -300	-0.5%	-$20.3K	1.24%	38
2023 Q1	$4.35M	Buy	65,050 +365	+0.6%	+$23.9K	1.3%	36
2022 Q4	$3.99M	Buy	64,685 +1,208	+2%	+$71.1K	1.23%	38
2022 Q3	$3.34M	Sell	63,477 -2,976	-4%	-$175K	1.14%	44
2022 Q2	$3.91M	Buy	66,453 +2,057	+3%	+$132K	1.27%	37
2022 Q1	$4.48M	Buy	64,396 +350	+0.5%	+$24.8K	1.3%	35
2021 Q4	$4.78M	Buy	64,046 +347	+0.5%	+$26.1K	1.31%	31
2021 Q3	$4.73M	Buy	63,699 +2,294	+4%	+$175K	1.41%	29
2021 Q2	$4.6M	Buy	61,405 +859	+1%	+$64.9K	1.39%	32
2021 Q1	$4.36M	Buy	60,546 +1,385	+2%	+$99K	1.4%	34
2020 Q4	$4.09M	Buy	59,161 +1,953	+3%	+$126K	1.42%	35
2020 Q3	$3.45M	Buy	57,208 +1,004	+2%	+$60.6K	1.35%	34
2020 Q2	$3.21M	Buy	56,204 +6,671	+13%	+$362K	1.33%	35
2020 Q1	$2.47M	Sell	49,533 -11,809	-19%	-$703K	1.24%	35
2019 Q4	$4M	Buy	61,342 +5,323	+10%	+$338K	1.5%	36
2019 Q3	$3.42M	Buy	56,019 +3,384	+6%	+$204K	1.35%	42
2019 Q2	$3.23M	Buy	52,635 +2,539	+5%	+$156K	1.31%	42
2019 Q1	$3.04M	Buy	50,096 +37	+0.1%	+$2.18K	1.27%	40
2018 Q4	$2.75M	Sell	50,059 -7,411	-13%	-$435K	1.31%	39
2018 Q3	$3.68M	Buy	57,470 +7,092	+14%	+$452K	1.68%	29
2018 Q2	$3.19M	Buy	50,378 +631	+1%	+$41.8K	1.57%	31
2018 Q1	$3.28M	Buy	49,747 +2,315	+5%	+$156K	1.67%	28
2017 Q4	$3.13M	Sell	47,432 -873	-2%	-$56.9K	1.57%	32
2017 Q3	$3.1M	Buy	48,305 +1,135	+2%	+$71K	1.58%	34
2017 Q2	$2.87M	Buy	47,170 +450	+1%	+$27.2K	1.55%	35
2017 Q1	$2.71M	Buy	46,720 +2,459	+6%	+$138K	1.47%	38
2016 Q4	$2.37M	Sell	44,261 -56	-0.1%	-$3.01K	1.35%	39
2016 Q3	$2.44M	Buy	44,317 +1,024	+2%	+$55.3K	1.41%	38
2016 Q2	$2.25M	Buy	43,293 +10,884	+34%	+$582K	1.36%	37
2016 Q1	$1.72M	Buy	32,409 +17,954	+124%	+$916K	1.07%	46
2015 Q4	$786K	Sell	14,455 -6,260	-30%	-$347K	0.49%	62
2015 Q3	$1.09M	Buy	20,715 +3,310	+19%	+$188K	0.72%	59
2015 Q2	$1.01M	Buy	17,405 +290	+2%	+$17.6K	0.64%	55
2015 Q1	$1M	Buy	17,115 +12,175	+246%	+$698K	0.63%	54
2014 Q4	$273K	Sell	4,940 -4,220	-46%	-$239K	0.17%	89
2014 Q3	$533K	Buy	+9,160	New	+$556K	0.36%	68

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Boston Research & Management's IEFA Position: Q1 2026 in Review

Boston Research & Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.33% in Q1 2026, selling an estimated $21.4K and leaving 69,552 shares worth $6.3M. The position accounts for 1.5% of the portfolio, ranked #27.

Boston Research & Management first reported a position in IEFA in Q3 2014 and has held it in 47 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Boston Research & Management held 69,552 shares of iShares Core MSCI EAFE ETF worth $6.3M as of Q1 2026.
Boston Research & Management sold 229 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $21.4K.
iShares Core MSCI EAFE ETF made up 1.5% of Boston Research & Management's portfolio in Q1 2026, its #27 holding.
Boston Research & Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2014 and has held it in 47 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.