1ST Source Bank’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

1ST Source Bank’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	$660K	Buy	7,294 +209	+3%	+$19.5K	0.03%	184
2025 Q4	$634K	Buy	+7,085	New	+$627K	0.03%	171
2023 Q2	–	Sell	-27,261	Closed	-$1.82M	–	248
2023 Q1	$1.82M	Hold	27,261	–	–	0.12%	98
2022 Q4	$1.68M	Sell	27,261 -1,179	-4%	-$69.4K	0.11%	102
2022 Q3	$1.5M	Buy	28,440 +137	+0.5%	+$8.06K	0.11%	101
2022 Q2	$1.67M	Buy	28,303 +323	+1%	+$20.7K	0.12%	98
2022 Q1	$1.95M	Hold	27,980	–	–	0.12%	99
2021 Q4	$2.09M	Sell	27,980 -26	-0.1%	-$1.95K	0.12%	93
2021 Q3	$2.08M	Buy	28,006 +1,699	+6%	+$129K	0.13%	90
2021 Q2	$1.97M	Buy	26,307 +43	+0.2%	+$3.25K	0.12%	93
2021 Q1	$1.89M	Sell	26,264 -16,041	-38%	-$1.15M	0.13%	91
2020 Q4	$2.92M	Buy	+42,305	New	+$2.74M	0.21%	66

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 $374B AUM 17.66% 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

1ST Source Bank's IEFA Position: Q1 2026 in Review

1ST Source Bank increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q1 2026, buying an estimated $19.5K and bringing the position to 7,294 shares worth $660K. The position accounts for 0.03% of the portfolio, ranked #184.

1ST Source Bank first reported a position in IEFA in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.92M in Q4 2020. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

1ST Source Bank held 7,294 shares of iShares Core MSCI EAFE ETF worth $660K as of Q1 2026.
1ST Source Bank bought 209 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $19.5K.
iShares Core MSCI EAFE ETF made up 0.03% of 1ST Source Bank's portfolio in Q1 2026, its #184 holding.
1ST Source Bank first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 12 quarters since.
1ST Source Bank's iShares Core MSCI EAFE ETF position peaked at $2.92M in Q4 2020.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on 1ST Source Bank's 13F filing for Q1 2026, filed 4 May 2026.