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 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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM