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 Q2	$297K	Hold	3,080	–	–	0.17%	96
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 $1.55T 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

Wilson & Boucher Capital Management's IEFA Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 3,080 shares worth $297K. The position accounts for 0.17% of the portfolio, ranked #96.

Wilson & Boucher Capital Management first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,461 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Wilson & Boucher Capital Management held 3,080 shares of iShares Core MSCI EAFE ETF worth $297K as of Q2 2026.
Wilson & Boucher Capital Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.17% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #96 holding.
Wilson & Boucher Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
2,461 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.