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

Fiduciary 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 		$414M Buy
4,574,736
+40,861
+0.9% +$3.81M 4.9% 4
2025
Q4 		$406M Sell
4,533,875
-10,190
-0.2% -$901K 4.61% 5
2025
Q3 		$397M Buy
4,544,065
+43,466
+1% +$3.69M 4.49% 6
2025
Q2 		$376M Buy
4,500,599
+282,354
+7% +$22.4M 4.62% 4
2025
Q1 		$319M Sell
4,218,245
-83,969
-2% -$6.28M 4.18% 5
2024
Q4 		$302M Buy
4,302,214
+93,468
+2% +$6.9M 3.99% 5
2024
Q3 		$328M Buy
4,208,746
+172,633
+4% +$12.9M 4.59% 3
2024
Q2 		$293M Buy
4,036,113
+191,859
+5% +$14.1M 4.4% 5
2024
Q1 		$285M Buy
3,844,254
+373,510
+11% +$26.6M 4.38% 3
2023
Q4 		$244M Buy
3,470,744
+162,728
+5% +$10.7M 4.08% 6
2023
Q3 		$213M Buy
3,308,016
+506,244
+18% +$33.9M 3.89% 7
2023
Q2 		$189M Buy
2,801,772
+724,499
+35% +$49.1M 3.33% 7
2023
Q1 		$139M Buy
2,077,273
+1,697,847
+447% +$111M 2.58% 7
2022
Q4 		$23.4M Buy
379,426
+188,968
+99% +$11.1M 0.46% 51
2022
Q3 		$10M Buy
190,458
+138,484
+266% +$8.14M 0.22% 83
2022
Q2 		$3.06M Buy
51,974
+1,700
+3% +$109K 0.06% 190
2022
Q1 		$3.5M Sell
50,274
-51
-0.1% -$3.61K 0.06% 189
2021
Q4 		$3.76M Sell
50,325
-382
-0.8% -$28.7K 0.06% 184
2021
Q3 		$3.77M Buy
50,707
+3,419
+7% +$260K 0.07% 182
2021
Q2 		$3.54M Buy
47,288
+775
+2% +$58.5K 0.07% 189
2021
Q1 		$3.35M Sell
46,513
-578
-1% -$41.3K 0.07% 187
2020
Q4 		$3.25M Sell
47,091
-3,530
-7% -$228K 0.07% 183
2020
Q3 		$3.05M Sell
50,621
-285
-0.6% -$17.2K 0.07% 176
2020
Q2 		$2.91M Sell
50,906
-11,271
-18% -$611K 0.07% 174
2020
Q1 		$3.1M Buy
62,177
+36,957
+147% +$2.2M 0.09% 150
2019
Q4 		$1.65M Buy
25,220
+3,243
+15% +$206K 0.04% 227
2019
Q3 		$1.34M Buy
21,977
+9,236
+72% +$557K 0.03% 237
2019
Q2 		$782K Buy
+12,741
New +$781K 0.02% 293

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fiduciary Trust's IEFA Position: Q1 2026 in Review

Fiduciary Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.9% in Q1 2026, buying an estimated $3.81M and bringing the position to 4,574,736 shares worth $414M. The position accounts for 4.9% of the portfolio, ranked #4.

Fiduciary Trust first reported a position in IEFA in Q2 2019 and has held it in 28 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Fiduciary Trust held 4,574,736 shares of iShares Core MSCI EAFE ETF worth $414M as of Q1 2026.
  • Fiduciary Trust bought 40,861 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.81M.
  • iShares Core MSCI EAFE ETF made up 4.9% of Fiduciary Trust's portfolio in Q1 2026, its #4 holding.
  • Fiduciary Trust first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 28 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.