BankPlus Trust Department’s iShares MSCI EAFE ETF EFA Stock Holding History

BankPlus Trust Department’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$315K	Hold	3,244	–	–	0.08%	146
2025 Q4	$312K	Hold	3,244	–	–	0.08%	138
2025 Q3	$303K	Hold	3,244	–	–	0.08%	142
2025 Q2	$290K	Sell	3,244 -500	-13%	-$42.7K	0.09%	133
2025 Q1	$306K	Hold	3,744	–	–	0.1%	120
2024 Q4	$283K	Buy	+3,744	New	+$297K	0.09%	124

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BankPlus Trust Department's EFA Position: Q1 2026 in Review

BankPlus Trust Department held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 3,244 shares worth $315K. The position accounts for 0.08% of the portfolio, ranked #146.

BankPlus Trust Department first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

BankPlus Trust Department held 3,244 shares of iShares MSCI EAFE ETF worth $315K as of Q1 2026.
BankPlus Trust Department left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.08% of BankPlus Trust Department's portfolio in Q1 2026, its #146 holding.
BankPlus Trust Department first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.