Box Hill Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Box Hill Private Wealth’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 Q3	$5.61M	Buy	57,907 +6,367	+12%	+$629K	4.08%	5
2026 Q2	$4.98M	Buy	51,540 +1,612	+3%	+$155K	3.99%	5
2026 Q1	$4.52M	Buy	49,928 +10,613	+27%	+$991K	4.47%	5
2025 Q4	$3.52M	Buy	+39,315	New	+$3.48M	3.56%	5

Other funds holding IEFA

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Box Hill Private Wealth's IEFA Position: Q3 2026 in Review

Box Hill Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q3 2026, buying an estimated $629K and bringing the position to 57,907 shares worth $5.61M. The position accounts for 4.08% of the portfolio, ranked #5.

Box Hill Private Wealth first reported a position in IEFA in Q4 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Box Hill Private Wealth held 57,907 shares of iShares Core MSCI EAFE ETF worth $5.61M as of Q3 2026.
Box Hill Private Wealth bought 6,367 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $629K.
iShares Core MSCI EAFE ETF made up 4.08% of Box Hill Private Wealth's portfolio in Q3 2026, its #5 holding.
Box Hill Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
34 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.