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 Q2	$441M	Sell	4,567,544 -7,192	-0.2%	-$691K	4.8%	3
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 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

Fiduciary Trust's IEFA Position: Q2 2026 in Review

Fiduciary Trust reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.16% in Q2 2026, selling an estimated $691K and leaving 4,567,544 shares worth $441M. The position accounts for 4.8% of the portfolio, ranked #3.

Fiduciary Trust first reported a position in IEFA in Q2 2019 and has held it in 29 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Fiduciary Trust held 4,567,544 shares of iShares Core MSCI EAFE ETF worth $441M as of Q2 2026.
Fiduciary Trust sold 7,192 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $691K.
iShares Core MSCI EAFE ETF made up 4.8% of Fiduciary Trust's portfolio in Q2 2026, its #3 holding.
Fiduciary Trust first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 29 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.