Cadence Bank’s iShares MSCI EAFE ETF EFA Stock Holding History

Cadence Bank’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
2025 Q4	$6.66M	Sell	69,369 -231	-0.3%	-$21.9K	0.39%	55
2025 Q3	$6.5M	Sell	69,600 -136	-0.2%	-$12.4K	0.39%	57
2025 Q2	$6.23M	Sell	69,736 -768	-1%	-$65.6K	0.41%	59
2025 Q1	$5.76M	Sell	70,504 -1,906	-3%	-$154K	0.41%	57
2024 Q4	$5.47M	Sell	72,410 -1,050	-1%	-$83.2K	0.37%	60
2024 Q3	$6.14M	Buy	+73,460	New	+$5.91M	0.42%	54
2024 Q2	–	Sell	-75,819	Closed	-$6.05M	–	304
2024 Q1	$6.05M	Sell	75,819 -517	-0.7%	-$39.5K	0.44%	51
2023 Q4	$5.75M	Buy	76,336 +13,089	+21%	+$925K	0.47%	48
2023 Q3	$4.36M	Sell	63,247 -65	-0.1%	-$4.66K	0.38%	58
2023 Q2	$4.59M	Sell	63,312 -575	-0.9%	-$41.8K	0.4%	57
2023 Q1	$4.57M	Buy	63,887 +9,116	+17%	+$638K	0.42%	58
2022 Q4	$3.6M	Buy	54,771 +5,871	+12%	+$368K	0.33%	70
2022 Q3	$2.74M	Buy	+48,900	New	+$3.05M	0.28%	78
2020 Q3	–	Sell	-6,406	Closed	-$390K	–	183
2020 Q2	$390K	Buy	+6,406	New	+$370K	0.08%	137

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cadence Bank's EFA Position: Q4 2025 in Review

Cadence Bank reduced its iShares MSCI EAFE ETF (EFA) stake by 0.33% in Q4 2025, selling an estimated $21.9K and leaving 69,369 shares worth $6.66M. The position accounts for 0.39% of the portfolio, ranked #55.

Cadence Bank first reported a position in EFA in Q2 2020 and has held it in 14 quarters since. 2,209 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

Cadence Bank held 69,369 shares of iShares MSCI EAFE ETF worth $6.66M as of Q4 2025.
Cadence Bank sold 231 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $21.9K.
iShares MSCI EAFE ETF made up 0.39% of Cadence Bank's portfolio in Q4 2025, its #55 holding.
Cadence Bank first reported a position in iShares MSCI EAFE ETF in Q2 2020 and has held it in 14 quarters since.
2,209 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.