First Business Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

First Business Financial Services’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	$141M	Buy	1,556,046 +42,356	+3%	+$3.95M	12.52%	2
2025 Q4	$135M	Sell	1,513,690 -7,285	-0.5%	-$644K	12.43%	2
2025 Q3	$133M	Sell	1,520,975 -182,030	-11%	-$15.5M	12.18%	2
2025 Q2	$142M	Sell	1,703,005 -7,945	-0.5%	-$631K	12.82%	2
2025 Q1	$129M	Buy	1,710,950 +46,874	+3%	+$3.51M	12.73%	2
2024 Q4	$117M	Buy	1,664,076 +6,383	+0.4%	+$471K	11.56%	2
2024 Q3	$129M	Buy	1,657,693 +2,385	+0.1%	+$179K	12.95%	2
2024 Q2	$120M	Sell	1,655,308 -6,501	-0.4%	-$478K	12.75%	2
2024 Q1	$123M	Buy	1,661,809 +23,159	+1%	+$1.65M	13.23%	2
2023 Q4	$115M	Buy	1,638,650 +3,590	+0.2%	+$237K	13.4%	2
2023 Q3	$105M	Buy	1,635,060 +374	+0%	+$25K	13.41%	2
2023 Q2	$110M	Sell	1,634,686 -24,005	-1%	-$1.63M	13.61%	2
2023 Q1	$111M	Buy	1,658,691 +57,120	+4%	+$3.74M	13.92%	2
2022 Q4	$98.7M	Sell	1,601,571 -63,814	-4%	-$3.76M	13.27%	2
2022 Q3	$87.7M	Sell	1,665,385 -20,590	-1%	-$1.21M	12.53%	2
2022 Q2	$99.2M	Sell	1,685,975 -15,257	-0.9%	-$979K	13.36%	2
2022 Q1	$118M	Buy	1,701,232 +81,642	+5%	+$5.77M	13.08%	2
2021 Q4	$121M	Buy	1,619,590 +36,299	+2%	+$2.73M	12.79%	2
2021 Q3	$118M	Buy	1,583,291 +75,304	+5%	+$5.73M	13.45%	2
2021 Q2	$113M	Buy	1,507,987 +694,011	+85%	+$52.4M	13.2%	2
2021 Q1	$58.6M	Buy	813,976 +38,262	+5%	+$2.73M	7.78%	4
2020 Q4	$53.6M	Buy	775,714 +16,852	+2%	+$1.09M	7.79%	5
2020 Q3	$45.7M	Buy	758,862 +11,684	+2%	+$705K	7.64%	3
2020 Q2	$42.7M	Sell	747,178 -43,747	-6%	-$2.37M	7.66%	3
2020 Q1	$39.5M	Sell	790,925 -324,906	-29%	-$19.3M	7.86%	5
2019 Q4	$72.8M	Buy	1,115,831 +2,513	+0.2%	+$159K	11.52%	2
2019 Q3	$68M	Buy	1,113,318 +63,720	+6%	+$3.85M	11.62%	2
2019 Q2	$64.4M	Buy	1,049,598 +4,262	+0.4%	+$261K	11.2%	2
2019 Q1	$63.5M	Buy	1,045,336 +103,392	+11%	+$6.1M	11.32%	2
2018 Q4	$51.8M	Buy	941,944 +254,430	+37%	+$14.9M	8.81%	2
2018 Q3	$44.1M	Buy	687,514 +252,960	+58%	+$16.1M	6.94%	4
2018 Q2	$27.5M	Buy	434,554 +427,262	+5,859%	+$28.3M	4.93%	5
2018 Q1	$480K	Hold	7,292	–	–	0.09%	62
2017 Q4	$482K	Hold	7,292	–	–	0.09%	61
2017 Q3	$468K	Hold	7,292	–	–	0.09%	60
2017 Q2	$444K	Sell	7,292 -900	-11%	-$54.3K	0.09%	61
2017 Q1	$475K	Buy	8,192 +115	+1%	+$6.46K	0.1%	61
2016 Q4	$433K	Hold	8,077	–	–	0.1%	43
2016 Q3	$445K	Hold	8,077	–	–	0.11%	44
2016 Q2	$419K	Hold	8,077	–	–	0.11%	36
2016 Q1	$429K	Sell	8,077 -496,724	-98%	-$25.3M	0.12%	48
2015 Q4	$27.5M	Buy	+504,801	New	+$28M	8.21%	3

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

First Business Financial Services's IEFA Position: Q1 2026 in Review

First Business Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q1 2026, buying an estimated $3.95M and bringing the position to 1,556,046 shares worth $141M. The position accounts for 12.52% of the portfolio, ranked #2.

First Business Financial Services first reported a position in IEFA in Q4 2015 and has held it in 42 quarters since. The position peaked at $142M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

First Business Financial Services held 1,556,046 shares of iShares Core MSCI EAFE ETF worth $141M as of Q1 2026.
First Business Financial Services bought 42,356 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.95M.
iShares Core MSCI EAFE ETF made up 12.52% of First Business Financial Services's portfolio in Q1 2026, its #2 holding.
First Business Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 42 quarters since.
First Business Financial Services's iShares Core MSCI EAFE ETF position peaked at $142M in Q2 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.