Kohmann Bosshard Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kohmann Bosshard Financial Services’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	$791K	Sell	8,188 -18	-0.2%	-$1.73K	0.07%	105
2026 Q1	$743K	Hold	8,206	–	–	0.07%	100
2025 Q4	$734K	Buy	8,206 +24	+0.3%	+$2.12K	0.07%	125
2025 Q3	$714K	Buy	8,182 +18	+0.2%	+$1.53K	0.07%	110
2025 Q2	$682K	Buy	8,164 +1,707	+26%	+$135K	0.08%	99
2025 Q1	$488K	Hold	6,457	–	–	0.06%	123
2024 Q4	$454K	Hold	6,457	–	–	0.05%	117
2024 Q3	$504K	Hold	6,457	–	–	0.06%	112
2024 Q2	$469K	Sell	6,457 -123	-2%	-$9.05K	0.06%	112
2024 Q1	$488K	Hold	6,580	–	–	0.07%	109
2023 Q4	$463K	Hold	6,580	–	–	0.07%	111
2023 Q3	$423K	Hold	6,580	–	–	0.07%	110
2023 Q2	$444K	Buy	+6,580	New	+$446K	0.08%	104

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Kohmann Bosshard Financial Services's IEFA Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.22% in Q2 2026, selling an estimated $1.73K and leaving 8,188 shares worth $791K. The position accounts for 0.07% of the portfolio, ranked #105.

Kohmann Bosshard Financial Services first reported a position in IEFA in Q2 2023 and has held it in 13 quarters since. 960 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Kohmann Bosshard Financial Services held 8,188 shares of iShares Core MSCI EAFE ETF worth $791K as of Q2 2026.
Kohmann Bosshard Financial Services sold 18 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.73K.
iShares Core MSCI EAFE ETF made up 0.07% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #105 holding.
Kohmann Bosshard Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 13 quarters since.
960 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.