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

Country Trust Bank’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
2025 Q1	–	Sell	-60	Closed	-$4.22K	–	388
2024 Q4	$4.22K	Hold	60	–	–	﹤0.01%	286
2024 Q3	$4.68K	Sell	60 -165	-73%	-$12.4K	﹤0.01%	283
2024 Q2	$16.3K	Buy	+225	New	+$16.6K	﹤0.01%	224
2022 Q4	–	Sell	-690	Closed	-$36K	–	349
2022 Q3	$36K	Buy	690 +638	+1,227%	+$37.5K	﹤0.01%	202
2022 Q2	$3K	Hold	52	–	–	﹤0.01%	333
2022 Q1	$4K	Hold	52	–	–	﹤0.01%	361
2021 Q4	$4K	Hold	52	–	–	﹤0.01%	407
2021 Q3	$4K	Hold	52	–	–	﹤0.01%	398
2021 Q2	$4K	Sell	52 -1,556	-97%	-$117K	﹤0.01%	368
2021 Q1	$116K	Buy	+1,608	New	+$115K	﹤0.01%	150
2018 Q3	–	Sell	-66	Closed	-$4K	–	347
2018 Q2	$4K	Buy	+66	New	+$4.37K	﹤0.01%	250
2018 Q1	–	Sell	-105	Closed	-$7K	–	307
2017 Q4	$7K	Hold	105	–	–	﹤0.01%	213
2017 Q3	$7K	Hold	105	–	–	﹤0.01%	205
2017 Q2	$6K	Buy	+105	New	+$6.34K	﹤0.01%	204
2016 Q3	–	Sell	-463	Closed	-$24K	–	213
2016 Q2	$24K	Buy	+463	New	+$24.8K	﹤0.01%	158

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Country Trust Bank's IEFA Position: Q1 2025 in Review

Country Trust Bank sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 60 shares — an estimated $4.22K sold.

Country Trust Bank first reported a position in IEFA in Q2 2016 and held it in 15 quarters. The position peaked at $116K in Q1 2021. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

Country Trust Bank reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Country Trust Bank sold 60 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $4.22K.
Country Trust Bank first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and held it in 15 quarters.
Country Trust Bank's iShares Core MSCI EAFE ETF position peaked at $116K in Q1 2021.
2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Country Trust Bank's 13F filing for Q1 2025, filed 22 Apr 2025.