Wilson & Boucher Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wilson & Boucher Capital 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 Q1	$279K	Hold	3,080	–	–	0.19%	93
2025 Q4	$276K	Hold	3,080	–	–	0.18%	97
2025 Q3	$269K	Hold	3,080	–	–	0.18%	97
2025 Q2	$257K	Hold	3,080	–	–	0.18%	100
2025 Q1	$233K	Hold	3,080	–	–	0.17%	100
2024 Q4	$216K	Hold	3,080	–	–	0.15%	105
2024 Q3	$240K	Buy	+3,080	New	+$231K	0.17%	105

Other funds holding IEFA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wilson & Boucher Capital Management's IEFA Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 3,080 shares worth $279K. The position accounts for 0.19% of the portfolio, ranked #93.

Wilson & Boucher Capital Management first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. 2,404 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Wilson & Boucher Capital Management held 3,080 shares of iShares Core MSCI EAFE ETF worth $279K as of Q1 2026.
Wilson & Boucher Capital Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.19% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #93 holding.
Wilson & Boucher Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
2,404 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.