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

Equitable 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 Q2	$757K	Buy	7,839 +2,172	+38%	+$209K	0.03%	272
2026 Q1	$513K	Hold	5,667	–	–	0.02%	317
2025 Q4	$507K	Sell	5,667 -2,326	-29%	-$206K	0.02%	317
2025 Q3	$698K	Buy	7,993 +247	+3%	+$21K	0.03%	281
2025 Q2	$647K	Sell	7,746 -258	-3%	-$20.5K	0.03%	285
2025 Q1	$606K	Buy	+8,004	New	+$599K	0.03%	279
2019 Q4	–	Sell	-4,455	Closed	-$272K	–	288
2019 Q3	$272K	Hold	4,455	–	–	0.03%	249
2019 Q2	$274K	Hold	4,455	–	–	0.03%	248
2019 Q1	$271K	Buy	+4,455	New	+$263K	0.03%	247

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

Equitable Trust's IEFA Position: Q2 2026 in Review

Equitable Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 38% in Q2 2026, buying an estimated $209K and bringing the position to 7,839 shares worth $757K. The position accounts for 0.03% of the portfolio, ranked #272.

Equitable Trust first reported a position in IEFA in Q1 2019 and has held it in 9 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Equitable Trust held 7,839 shares of iShares Core MSCI EAFE ETF worth $757K as of Q2 2026.
Equitable Trust bought 2,172 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $209K.
iShares Core MSCI EAFE ETF made up 0.03% of Equitable Trust's portfolio in Q2 2026, its #272 holding.
Equitable Trust first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 9 quarters since.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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