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American Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

American Trust’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 		$1.11M Buy
11,497
+1,439
+14% +$138K 0.09% 108
2026
Q1 		$911K Sell
10,058
-403
-4% -$37.6K 0.08% 114
2025
Q4 		$936K Sell
10,461
-1,938
-16% -$171K 0.08% 121
2025
Q3 		$1.08M Buy
12,399
+319
+3% +$27.1K 0.09% 120
2025
Q2 		$1.01M Buy
12,080
+9,078
+302% +$720K 0.1% 112
2025
Q1 		$227K Sell
3,002
-9,349
-76% -$699K 0.06% 114
2024
Q4 		$868K Buy
12,351
+9,126
+283% +$673K 0.07% 134
2024
Q3 		$252K Buy
3,225
+18
+0.6% +$1.35K 0.02% 213
2024
Q2 		$233K Buy
3,207
+26
+0.8% +$1.91K 0.02% 205
2024
Q1 		$236K Sell
3,181
-1,834
-37% -$131K 0.02% 236
2023
Q4 		$353K Buy
+5,015
New +$331K 0.03% 184
2023
Q3 		– Sell
-17,492
Closed -$1.18M – 346
2023
Q2 		$1.18M Buy
17,492
+113
+0.7% +$7.66K 0.08% 122
2023
Q1 		$1.16M Sell
17,379
-1,128
-6% -$73.9K 0.08% 125
2022
Q4 		$1.14M Buy
18,507
+1,172
+7% +$69K 0.11% 122
2022
Q3 		$913K Sell
17,335
-876
-5% -$51.5K 0.08% 129
2022
Q2 		$1.07M Sell
18,211
-59
-0.3% -$3.79K 0.09% 121
2022
Q1 		$1.27M Buy
+18,270
New +$1.29M 0.09% 127

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

American Trust's IEFA Position: Q2 2026 in Review

American Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q2 2026, buying an estimated $138K and bringing the position to 11,497 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #108.

American Trust first reported a position in IEFA in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.27M in Q1 2022. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • American Trust held 11,497 shares of iShares Core MSCI EAFE ETF worth $1.11M as of Q2 2026.
  • American Trust bought 1,439 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $138K.
  • iShares Core MSCI EAFE ETF made up 0.09% of American Trust's portfolio in Q2 2026, its #108 holding.
  • American Trust first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 17 quarters since.
  • American Trust's iShares Core MSCI EAFE ETF position peaked at $1.27M in Q1 2022.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.