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Essex Savings Bank’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Essex Savings 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
2026
Q2 		$1.2M Buy
12,411
+433
+4% +$41.6K 0.26% 86
2026
Q1 		$1.08M Buy
11,978
+645
+6% +$60.2K 0.24% 86
2025
Q4 		$1.01M Sell
11,333
-118
-1% -$10.4K 0.22% 97
2025
Q3 		$1,000K Buy
11,451
+110
+1% +$9.35K 0.23% 91
2025
Q2 		$947K Sell
11,341
-517
-4% -$41K 0.23% 92
2025
Q1 		$897K Sell
11,858
-146
-1% -$10.9K 0.22% 97
2024
Q4 		$844K Buy
12,004
+2,134
+22% +$157K 0.21% 99
2024
Q3 		$770K Sell
9,870
-5
-0.1% -$374 0.19% 111
2024
Q2 		$717K Buy
9,875
+5,542
+128% +$408K 0.19% 111
2024
Q1 		$305K Hold
4,333
– – 0.09% 191
2023
Q4 		$305K Sell
4,333
-311
-7% -$20.5K 0.09% 190
2023
Q3 		$299K Buy
4,644
+475
+11% +$31.8K 0.1% 167
2023
Q2 		$281K Buy
4,169
+1,077
+35% +$73K 0.09% 178
2023
Q1 		$207K Sell
3,092
-679
-18% -$44.5K 0.07% 217
2022
Q4 		$232K Sell
3,771
-1,660
-31% -$97.7K 0.08% 203
2022
Q3 		$286K Buy
5,431
+78
+1% +$4.59K 0.11% 161
2022
Q2 		$315K Sell
5,353
-535
-9% -$34.3K 0.12% 154
2022
Q1 		$409K Buy
5,888
+54
+0.9% +$3.82K 0.14% 136
2021
Q4 		$435K Sell
5,834
-248
-4% -$18.6K 0.15% 135
2021
Q3 		$467K Buy
6,082
+1,582
+35% +$120K 0.17% 128
2021
Q2 		$346K Sell
4,500
-112
-2% -$8.46K 0.13% 153
2021
Q1 		$324K Sell
4,612
-199
-4% -$14.2K 0.14% 146
2020
Q4 		$332K Buy
4,811
+567
+13% +$36.7K 0.15% 146
2020
Q3 		$256K Sell
4,244
-32
-0.7% -$1.93K 0.13% 159
2020
Q2 		$245K Sell
4,276
-13,333
-76% -$723K 0.15% 147
2020
Q1 		$878K Buy
17,609
+3,314
+23% +$197K 0.63% 43
2019
Q4 		$932K Sell
14,295
-1,548
-10% -$98.2K 0.48% 57
2019
Q3 		$967K Buy
15,843
+304
+2% +$18.3K 0.51% 53
2019
Q2 		$954K Buy
15,539
+14,837
+2,114% +$909K 0.34% 64
2019
Q1 		$43K Hold
702
– – 0.02% 311
2018
Q4 		$39K Buy
+702
New +$41.2K 0.02% 316

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

Essex Savings Bank's IEFA Position: Q2 2026 in Review

Essex Savings Bank increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.6% in Q2 2026, buying an estimated $41.6K and bringing the position to 12,411 shares worth $1.2M. The position accounts for 0.26% of the portfolio, ranked #86.

Essex Savings Bank first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. 1,610 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Essex Savings Bank held 12,411 shares of iShares Core MSCI EAFE ETF worth $1.2M as of Q2 2026.
  • Essex Savings Bank bought 433 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $41.6K.
  • iShares Core MSCI EAFE ETF made up 0.26% of Essex Savings Bank's portfolio in Q2 2026, its #86 holding.
  • Essex Savings Bank first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,610 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.