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

Arlington 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 Q3	$342K	Buy	3,525 +594	+20%	+$58.6K	0.03%	111
2026 Q2	$283K	Buy	2,931 +1,429	+95%	+$137K	0.02%	88
2026 Q1	$136K	Hold	1,502	–	–	0.01%	131
2025 Q4	$134K	Buy	1,502 +512	+52%	+$45.3K	0.01%	120
2025 Q3	$86.4K	Hold	990	–	–	0.02%	289
2025 Q2	$82.6K	Hold	990	–	–	0.02%	287
2025 Q1	$74.9K	Hold	990	–	–	0.02%	309
2024 Q4	$69.6K	Hold	990	–	–	0.01%	312
2024 Q3	$77.3K	Buy	+990	New	+$74.1K	0.02%	288
2023 Q4	–	Sell	-62,247	Closed	-$4.01M	–	927
2023 Q3	$4.01M	Buy	+62,247	New	+$4.17M	1.64%	8

Other funds holding IEFA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Arlington Trust's IEFA Position: Q3 2026 in Review

Arlington Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q3 2026, buying an estimated $58.6K and bringing the position to 3,525 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #111.

Arlington Trust first reported a position in IEFA in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.01M in Q3 2023. 1,914 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Arlington Trust held 3,525 shares of iShares Core MSCI EAFE ETF worth $342K as of Q3 2026.
Arlington Trust bought 594 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $58.6K.
iShares Core MSCI EAFE ETF made up 0.03% of Arlington Trust's portfolio in Q3 2026, its #111 holding.
Arlington Trust first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 10 quarters since.
Arlington Trust's iShares Core MSCI EAFE ETF position peaked at $4.01M in Q3 2023.
1,914 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.