First Merchants Corp’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

First Merchants Corp’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	$18.8M	Buy	194,223 +6,669	+4%	+$641K	0.66%	41
2026 Q1	$17M	Buy	187,554 +21,804	+13%	+$2.04M	0.65%	42
2025 Q4	$14.8M	Buy	165,750 +2,263	+1%	+$200K	0.55%	47
2025 Q3	$14.3M	Buy	163,487 +5,805	+4%	+$493K	0.54%	49
2025 Q2	$13.2M	Buy	157,682 +7,171	+5%	+$569K	0.51%	54
2025 Q1	$11.4M	Buy	150,511 +50,545	+51%	+$3.78M	0.45%	59
2024 Q4	$7.03M	Buy	99,966 +2,781	+3%	+$205K	0.27%	95
2024 Q3	$7.59M	Buy	97,185 +7,271	+8%	+$544K	0.29%	89
2024 Q2	$6.53M	Buy	89,914 +4,649	+5%	+$342K	0.26%	95
2024 Q1	$6.33M	Buy	85,265 +80,486	+1,684%	+$5.73M	0.48%	68
2023 Q4	$336K	Buy	4,779 +1,118	+31%	+$73.7K	0.03%	187
2023 Q3	$236K	Buy	+3,661	New	+$245K	0.02%	196
2019 Q3	–	Sell	-12,240	Closed	-$752K	–	268
2019 Q2	$752K	Sell	12,240 -1,550	-11%	-$95K	0.12%	147
2019 Q1	$838K	Buy	13,790 +1,090	+9%	+$64.3K	0.14%	145
2018 Q4	$699K	Sell	12,700 -200	-2%	-$11.7K	0.13%	142
2018 Q3	$827K	Sell	12,900 -1,200	-9%	-$76.5K	0.14%	142
2018 Q2	$893K	Sell	14,100 -575	-4%	-$38.1K	0.16%	139
2018 Q1	$967K	Buy	14,675 +3,250	+28%	+$218K	0.16%	133
2017 Q4	$755K	Buy	11,425 +569	+5%	+$37.1K	0.13%	151
2017 Q3	$697K	Buy	+10,856	New	+$679K	0.12%	158

Other funds holding IEFA

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM