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Bowman & Company’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bowman & Company’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
2025
Q4 		$5.92M Sell
66,135
-1,386
-2% -$123K 2.49% 9
2025
Q3 		$5.9M Sell
67,521
-1,162
-2% -$98.7K 2.49% 9
2025
Q2 		$5.73M Buy
68,683
+4,181
+6% +$332K 2.56% 10
2025
Q1 		$4.88M Buy
64,502
+47
+0.1% +$3.52K 2.4% 8
2024
Q4 		$4.53M Buy
64,455
+522
+0.8% +$38.5K 2.34% 8
2024
Q3 		$4.99M Buy
63,933
+447
+0.7% +$33.5K 2.62% 7
2024
Q2 		$4.61M Buy
63,486
+1,455
+2% +$107K 2.66% 7
2024
Q1 		$4.6M Sell
62,031
-2,761
-4% -$197K 2.78% 6
2023
Q4 		$4.56M Buy
64,792
+1,418
+2% +$93.5K 3.17% 6
2023
Q3 		$4.08M Buy
63,374
+874
+1% +$58.5K 3.25% 7
2023
Q2 		$4.22M Sell
62,500
-4,998
-7% -$339K 3.2% 8
2023
Q1 		$4.51M Sell
67,498
-341
-0.5% -$22.4K 3.31% 6
2022
Q4 		$4.18M Sell
67,839
-4,271
-6% -$251K 3.24% 6
2022
Q3 		$3.8M Sell
72,110
-6,064
-8% -$357K 3.44% 6
2022
Q2 		$4.6M Sell
78,174
-2,227
-3% -$143K 4.02% 4
2022
Q1 		$5.59M Buy
80,401
+2,379
+3% +$168K 4.3% 5
2021
Q4 		$5.82M Buy
+78,022
New +$5.86M 4.48% 4

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bowman & Company's IEFA Position: Q4 2025 in Review

Bowman & Company reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.1% in Q4 2025, selling an estimated $123K and leaving 66,135 shares worth $5.92M. The position accounts for 2.49% of the portfolio, ranked #9.

Bowman & Company first reported a position in IEFA in Q4 2021 and has held it in 17 quarters since. 2,340 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Bowman & Company held 66,135 shares of iShares Core MSCI EAFE ETF worth $5.92M as of Q4 2025.
  • Bowman & Company sold 1,386 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $123K.
  • iShares Core MSCI EAFE ETF made up 2.49% of Bowman & Company's portfolio in Q4 2025, its #9 holding.
  • Bowman & Company first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,340 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.