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

Coastline 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
Q3 		$33M Buy
341,129
+9,603
+3% +$948K 3.08% 9
2026
Q2 		$32M Buy
331,526
+8,337
+3% +$801K 2.84% 10
2026
Q1 		$29.3M Buy
323,189
+38,855
+14% +$3.63M 2.9% 10
2025
Q4 		$25.4M Buy
284,334
+66,249
+30% +$5.86M 2.39% 11
2025
Q3 		$19M Buy
218,085
+12,319
+6% +$1.05M 2.04% 11
2025
Q2 		$17.2M Buy
205,766
+66,174
+47% +$5.25M 1.97% 12
2025
Q1 		$10.6M Sell
139,592
-8,778
-6% -$656K 1.31% 21
2024
Q4 		$10.4M Sell
148,370
-1,894
-1% -$140K 1.22% 19
2024
Q3 		$11.7M Buy
150,264
+2,863
+2% +$214K 1.38% 18
2024
Q2 		$10.7M Sell
147,401
-2,922
-2% -$215K 1.25% 17
2024
Q1 		$11.2M Sell
150,323
-2,330
-2% -$166K 1.35% 16
2023
Q4 		$10.7M Sell
152,653
-100,866
-40% -$6.65M 1.43% 14
2023
Q3 		$16.3M Buy
253,519
+45,836
+22% +$3.07M 2.41% 8
2023
Q2 		$14M Buy
207,683
+184,893
+811% +$12.5M 1.96% 10
2023
Q1 		$1.52M Buy
+22,790
New +$1.49M 0.23% 121

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Coastline Trust's IEFA Position: Q3 2026 in Review

Coastline Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q3 2026, buying an estimated $948K and bringing the position to 341,129 shares worth $33M. The position accounts for 3.08% of the portfolio, ranked #9.

Coastline Trust first reported a position in IEFA in Q1 2023 and has held it in 15 quarters since. 18 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Coastline Trust held 341,129 shares of iShares Core MSCI EAFE ETF worth $33M as of Q3 2026.
  • Coastline Trust bought 9,603 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $948K.
  • iShares Core MSCI EAFE ETF made up 3.08% of Coastline Trust's portfolio in Q3 2026, its #9 holding.
  • Coastline Trust first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 15 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.