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 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 $1.37T 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Equitable Trust's IEFA Position: Q1 2026 in Review

Equitable Trust held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 5,667 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #317.

Equitable Trust first reported a position in IEFA in Q1 2019 and has held it in 8 quarters since. The position peaked at $698K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Equitable Trust held 5,667 shares of iShares Core MSCI EAFE ETF worth $513K as of Q1 2026.
Equitable Trust left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.02% of Equitable Trust's portfolio in Q1 2026, its #317 holding.
Equitable Trust first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 8 quarters since.
Equitable Trust's iShares Core MSCI EAFE ETF position peaked at $698K in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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