Boyd Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Boyd Wealth 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 Q2	$5.11M	Buy	52,909 +2,795	+6%	+$268K	1.93%	13
2026 Q1	$4.54M	Sell	50,114 -26	-0.1%	-$2.43K	1.92%	13
2025 Q4	$4.49M	Buy	50,140 +630	+1%	+$55.7K	1.9%	14
2025 Q3	$4.32M	Sell	49,510 -1,130	-2%	-$96K	1.86%	13
2025 Q2	$4.23M	Buy	50,640 +5,208	+11%	+$413K	1.83%	13
2025 Q1	$3.44M	Buy	45,432 +4,499	+11%	+$336K	1.71%	13
2024 Q4	$2.88M	Buy	40,933 +289	+0.7%	+$21.3K	1.42%	14
2024 Q3	$3.17M	Sell	40,644 -819	-2%	-$61.3K	1.61%	15
2024 Q2	$3.01M	Sell	41,463 -1,759	-4%	-$129K	1.66%	15
2024 Q1	$3.21M	Sell	43,222 -115	-0.3%	-$8.19K	1.83%	14
2023 Q4	$3.05M	Buy	43,337 +3,476	+9%	+$229K	1.9%	13
2023 Q3	$2.57M	Sell	39,861 -1,907	-5%	-$128K	1.72%	15
2023 Q2	$2.82M	Sell	41,768 -1,334	-3%	-$90.5K	1.71%	16
2023 Q1	$2.88M	Buy	43,102 +2,689	+7%	+$176K	2%	13
2022 Q4	$2.49M	Sell	40,413 -22,520	-36%	-$1.33M	1.83%	12
2022 Q3	$3.31M	Buy	62,933 +12,290	+24%	+$723K	2.65%	11
2022 Q2	$2.98M	Sell	50,643 -6,550	-11%	-$420K	2.43%	13
2022 Q1	$3.98M	Sell	57,193 -7,005	-11%	-$496K	2.97%	11
2021 Q4	$4.79M	Buy	+64,198	New	+$4.82M	3.48%	9

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Boyd Wealth Management's IEFA Position: Q2 2026 in Review

Boyd Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.6% in Q2 2026, buying an estimated $268K and bringing the position to 52,909 shares worth $5.11M. The position accounts for 1.93% of the portfolio, ranked #13.

Boyd Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Boyd Wealth Management held 52,909 shares of iShares Core MSCI EAFE ETF worth $5.11M as of Q2 2026.
Boyd Wealth Management bought 2,795 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $268K.
iShares Core MSCI EAFE ETF made up 1.93% of Boyd Wealth Management's portfolio in Q2 2026, its #13 holding.
Boyd Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.