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

BankPlus Trust Department’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	$906K	Buy	9,383 +5,876	+168%	+$564K	0.21%	98
2026 Q1	$317K	Hold	3,507	–	–	0.08%	144
2025 Q4	$314K	Buy	3,507 +1,935	+123%	+$171K	0.08%	137
2025 Q3	$137K	Hold	1,572	–	–	0.04%	194
2025 Q2	$131K	Hold	1,572	–	–	0.04%	178
2025 Q1	$119K	Buy	1,572 +1,023	+186%	+$76.5K	0.04%	172
2024 Q4	$38.6K	Buy	+549	New	+$40.5K	0.01%	244

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 22.9% 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

BankPlus Trust Department's IEFA Position: Q2 2026 in Review

BankPlus Trust Department increased its iShares Core MSCI EAFE ETF (IEFA) stake by 168% in Q2 2026, buying an estimated $564K and bringing the position to 9,383 shares worth $906K. The position accounts for 0.21% of the portfolio, ranked #98.

BankPlus Trust Department first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

BankPlus Trust Department held 9,383 shares of iShares Core MSCI EAFE ETF worth $906K as of Q2 2026.
BankPlus Trust Department bought 5,876 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $564K.
iShares Core MSCI EAFE ETF made up 0.21% of BankPlus Trust Department's portfolio in Q2 2026, its #98 holding.
BankPlus Trust Department first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.