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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Box Hill Private Wealth's IEFA Position: Q2 2026 in Review

Box Hill Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q2 2026, buying an estimated $155K and bringing the position to 51,540 shares worth $4.98M. The position accounts for 3.99% of the portfolio, ranked #5.

Box Hill Private Wealth first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Box Hill Private Wealth held 51,540 shares of iShares Core MSCI EAFE ETF worth $4.98M as of Q2 2026.
  • Box Hill Private Wealth bought 1,612 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $155K.
  • iShares Core MSCI EAFE ETF made up 3.99% of Box Hill Private Wealth's portfolio in Q2 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 3 quarters since.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.