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Blue Trust Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Blue Trust Inc’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 		$3.33M Sell
34,464
-21,373
-38% -$2.05M 0.03% 140
2026
Q1 		$5.05M Sell
55,837
-7,490
-12% -$699K 0.06% 96
2025
Q4 		$5.67M Buy
63,327
+34,698
+121% +$3.07M 0.06% 88
2025
Q3 		$2.5M Sell
28,629
-1,149
-4% -$97.6K 0.03% 164
2025
Q2 		$2.49M Buy
29,778
+15,216
+104% +$1.21M 0.03% 154
2025
Q1 		$1.1M Sell
14,562
-17,151
-54% -$1.28M 0.01% 229
2024
Q4 		$2.23M Buy
31,713
+14,826
+88% +$1.09M 0.03% 139
2024
Q3 		$1.23M Buy
16,887
+7,389
+78% +$553K 0.02% 227
2024
Q2 		$705K Buy
9,498
+51
+0.5% +$3.75K 0.01% 280
2024
Q1 		$701K Buy
9,447
+1,310
+16% +$93.3K 0.01% 227
2023
Q4 		$524K Buy
8,137
+3,192
+65% +$210K 0.01% 235
2023
Q3 		$334K Sell
4,945
-82,532
-94% -$5.53M 0.01% 321
2023
Q2 		$5.85M Buy
87,477
+72,207
+473% +$4.9M 0.09% 58
2023
Q1 		$941K Sell
15,270
-82,525
-84% -$5.41M 0.02% 195
2022
Q4 		$5.15M Buy
97,795
+92,566
+1,770% +$5.45M 0.09% 66
2022
Q3 		$308K Buy
5,229
+1,215
+30% +$71.4K 0.01% 263
2022
Q2 		$279K Buy
+4,014
New +$258K ﹤0.01% 270

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Blue Trust Inc's IEFA Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 38% in Q2 2026, selling an estimated $2.05M and leaving 34,464 shares worth $3.33M. The position accounts for 0.03% of the portfolio, ranked #140.

Blue Trust Inc first reported a position in IEFA in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.85M in Q2 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Blue Trust Inc held 34,464 shares of iShares Core MSCI EAFE ETF worth $3.33M as of Q2 2026.
  • Blue Trust Inc sold 21,373 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.05M.
  • iShares Core MSCI EAFE ETF made up 0.03% of Blue Trust Inc's portfolio in Q2 2026, its #140 holding.
  • Blue Trust Inc first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares Core MSCI EAFE ETF position peaked at $5.85M in Q2 2023.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.