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

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

Arlington Trust's IEFA Position: Q2 2026 in Review

Arlington Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 95% in Q2 2026, buying an estimated $137K and bringing the position to 2,931 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #88.

Arlington Trust first reported a position in IEFA in Q3 2023 and has held it in 9 quarters since. The position peaked at $4.01M in Q3 2023. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Arlington Trust held 2,931 shares of iShares Core MSCI EAFE ETF worth $283K as of Q2 2026.
Arlington Trust bought 1,429 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $137K.
iShares Core MSCI EAFE ETF made up 0.02% of Arlington Trust's portfolio in Q2 2026, its #88 holding.
Arlington Trust first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 9 quarters since.
Arlington Trust's iShares Core MSCI EAFE ETF position peaked at $4.01M in Q3 2023.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.