Chevy Chase Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Chevy Chase Trust’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	$305K	Buy	+3,163	New	+$304K	﹤0.01%	624
2024 Q4	–	Sell	-4,740	Closed	-$370K	–	636
2024 Q3	$370K	Buy	+4,740	New	+$355K	﹤0.01%	593
2023 Q2	–	Sell	-5,066	Closed	-$339K	–	628
2023 Q1	$339K	Buy	+5,066	New	+$332K	﹤0.01%	603
2022 Q4	–	Sell	-18,629	Closed	-$981K	–	650
2022 Q3	$981K	Hold	18,629	–	–	﹤0.01%	564
2022 Q2	$1.1M	Hold	18,629	–	–	﹤0.01%	563
2022 Q1	$1.29M	Sell	18,629 -545	-3%	-$38.6K	﹤0.01%	563
2021 Q4	$1.43M	Buy	19,174 +570	+3%	+$42.8K	﹤0.01%	572
2021 Q3	$1.38M	Sell	18,604 -3,383	-15%	-$257K	﹤0.01%	566
2021 Q2	$1.65M	Sell	21,987 -163	-0.7%	-$12.3K	0.01%	563
2021 Q1	$1.59M	Buy	22,150 +1,992	+10%	+$142K	0.01%	560
2020 Q4	$1.39M	Buy	20,158 +350	+2%	+$22.6K	0.01%	558
2020 Q3	$1.19M	Buy	19,808 +2,355	+13%	+$142K	﹤0.01%	560
2020 Q2	$998K	Hold	17,453	–	–	﹤0.01%	563
2020 Q1	$871K	Sell	17,453 -1,431	-8%	-$85.2K	﹤0.01%	560
2019 Q4	$1.23M	Buy	+18,884	New	+$1.2M	﹤0.01%	578
2019 Q1	–	Sell	-4,408	Closed	-$242K	–	677
2018 Q4	$242K	Buy	4,408 +3,426	+349%	+$201K	﹤0.01%	640
2018 Q3	$63K	Hold	982	–	–	﹤0.01%	656
2018 Q2	$62K	Buy	+982	New	+$65K	﹤0.01%	666

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 22.96% 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

Chevy Chase Trust's IEFA Position: Q2 2026 in Review

Chevy Chase Trust opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 3,163 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Chevy Chase Trust previously reported a position in IEFA as recently as Q3 2024.

Chevy Chase Trust first reported a position in IEFA in Q2 2018 and has held it in 18 quarters since. The position peaked at $1.65M in Q2 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Chevy Chase Trust held 3,163 shares of iShares Core MSCI EAFE ETF worth $305K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Chevy Chase Trust position in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #624 holding.
Chevy Chase Trust first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 18 quarters since.
Chevy Chase Trust's iShares Core MSCI EAFE ETF position peaked at $1.65M in Q2 2021.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.