Citizens National Bank Trust Department’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Citizens National Bank 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	$616K	Hold	6,377	–	–	0.09%	140
2026 Q1	$577K	Sell	6,377 -120	-2%	-$11.2K	0.1%	141
2025 Q4	$581K	Sell	6,497 -250	-4%	-$22.1K	0.1%	134
2025 Q3	$589K	Hold	6,747	–	–	0.11%	128
2025 Q2	$563K	Sell	6,747 -103	-2%	-$8.18K	0.11%	128
2025 Q1	$518K	Buy	6,850 +5,650	+471%	+$422K	0.11%	126
2024 Q4	$84.3K	Hold	1,200	–	–	0.02%	204
2024 Q3	$93.7K	Sell	1,200 -150	-11%	-$11.2K	0.02%	193
2024 Q2	$98.1K	Hold	1,350	–	–	0.02%	186
2024 Q1	$100K	Hold	1,350	–	–	0.02%	186
2023 Q4	$95K	Hold	1,350	–	–	0.02%	179
2023 Q3	$86.9K	Hold	1,350	–	–	0.02%	180
2023 Q2	$91.1K	Hold	1,350	–	–	0.02%	180
2023 Q1	$90.2K	Hold	1,350	–	–	0.03%	176
2022 Q4	$83K	Hold	1,350	–	–	0.02%	180
2022 Q3	$71K	Hold	1,350	–	–	0.02%	179
2022 Q2	$79K	Hold	1,350	–	–	0.02%	178
2022 Q1	$87K	Hold	1,350	–	–	0.04%	161
2021 Q4	$101K	Buy	+1,350	New	+$101K	0.04%	156

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

Citizens National Bank Trust Department's IEFA Position: Q2 2026 in Review

Citizens National Bank Trust Department held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 6,377 shares worth $616K. The position accounts for 0.09% of the portfolio, ranked #140.

Citizens National Bank Trust Department first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Citizens National Bank Trust Department held 6,377 shares of iShares Core MSCI EAFE ETF worth $616K as of Q2 2026.
Citizens National Bank Trust Department left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.09% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #140 holding.
Citizens National Bank Trust Department first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.