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Equitable Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

Equitable Trust’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
2026
Q1 		$1.59M Hold
16,380
– – 0.07% 174
2025
Q4 		$1.57M Hold
16,380
– – 0.07% 178
2025
Q3 		$1.53M Hold
16,380
– – 0.07% 176
2025
Q2 		$1.46M Hold
16,380
– – 0.07% 179
2025
Q1 		$1.34M Hold
16,380
– – 0.07% 186
2024
Q4 		$1.24M Buy
+16,380
New +$1.3M 0.07% 193

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Equitable Trust's EFA Position: Q1 2026 in Review

Equitable Trust held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 16,380 shares worth $1.59M. The position accounts for 0.07% of the portfolio, ranked #174.

Equitable Trust first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Equitable Trust held 16,380 shares of iShares MSCI EAFE ETF worth $1.59M as of Q1 2026.
  • Equitable Trust left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.07% of Equitable Trust's portfolio in Q1 2026, its #174 holding.
  • Equitable Trust first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Equitable Trust's 13F filing for Q1 2026, filed 30 Apr 2026.