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 Q2	$1.77M	Buy	17,008 +628	+4%	+$64.6K	0.07%	180
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Equitable Trust's EFA Position: Q2 2026 in Review

Equitable Trust increased its iShares MSCI EAFE ETF (EFA) stake by 3.8% in Q2 2026, buying an estimated $64.6K and bringing the position to 17,008 shares worth $1.77M. The position accounts for 0.07% of the portfolio, ranked #180.

Equitable Trust first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 2,263 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Equitable Trust held 17,008 shares of iShares MSCI EAFE ETF worth $1.77M as of Q2 2026.
Equitable Trust bought 628 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $64.6K.
iShares MSCI EAFE ETF made up 0.07% of Equitable Trust's portfolio in Q2 2026, its #180 holding.
Equitable Trust first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,263 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.