Integrated Investment Consultants’s Box BOX Stock Holding History

Integrated Investment Consultants’s Portfolio BOX Stock Details BOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$220K	Sell	9,304 -208	-2%	-$5.23K	0.05%	240
2025 Q4	$285K	Hold	9,512	–	–	0.06%	209
2025 Q3	$307K	Hold	9,512	–	–	0.05%	246
2025 Q2	$325K	Sell	9,512 -5,945	-38%	-$195K	0.06%	219
2025 Q1	$477K	Buy	15,457 +36	+0.2%	+$1.17K	0.1%	158
2024 Q4	$487K	Sell	15,421 -121	-0.8%	-$3.97K	0.1%	157
2024 Q3	$509K	Buy	15,542 +1,268	+9%	+$37K	0.11%	135
2024 Q2	$404K	Hold	14,274	–	–	0.11%	154
2024 Q1	$404K	Sell	14,274 -655	-4%	-$17.6K	0.11%	154
2023 Q4	$382K	Sell	14,929 -247	-2%	-$6.25K	0.12%	152
2023 Q3	$367K	Buy	15,176 +181	+1%	+$5.17K	0.13%	135
2023 Q2	$441K	Buy	14,995 +48	+0.3%	+$1.33K	0.14%	131
2023 Q1	$400K	Buy	14,947 +49	+0.3%	+$1.48K	0.13%	145
2022 Q4	$464K	Buy	14,898 +227	+2%	+$6.48K	0.16%	98
2022 Q3	$358K	Hold	14,671	–	–	0.14%	120
2022 Q2	$369K	Sell	14,671 -459	-3%	-$12.8K	0.13%	116
2022 Q1	$440K	Buy	15,130 +354	+2%	+$9.31K	0.12%	148
2021 Q4	$387K	Buy	+14,776	New	+$381K	0.1%	179

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return