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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

BankPlus Trust Department held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 3,507 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #144.

BankPlus Trust Department first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

BankPlus Trust Department held 3,507 shares of iShares Core MSCI EAFE ETF worth $317K as of Q1 2026.
BankPlus Trust Department left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.08% of BankPlus Trust Department's portfolio in Q1 2026, its #144 holding.
BankPlus Trust Department first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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