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First Western Trust Bank’s iShares MSCI EAFE ETF EFA Stock Holding History

First Western Trust Bank’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.89M Sell
75,927
-4,338
-5% -$446K 0.38% 21
2026
Q1 		$7.8M Buy
80,265
+11,454
+17% +$1.15M 0.39% 20
2025
Q4 		$6.61M Sell
68,811
-5,196
-7% -$493K 0.32% 24
2025
Q3 		$6.91M Sell
74,007
-1,588
-2% -$144K 0.32% 25
2025
Q2 		$6.76M Sell
75,595
-830
-1% -$70.9K 0.3% 25
2025
Q1 		$6.25M Sell
76,425
-4,558
-6% -$367K 0.3% 22
2024
Q4 		$6.12M Buy
80,983
+565
+0.7% +$44.7K 0.28% 26
2024
Q3 		$6.73M Sell
80,418
-2,840
-3% -$229K 0.3% 28
2024
Q2 		$6.52M Sell
83,258
-4,158
-5% -$329K 0.31% 28
2024
Q1 		$6.98M Sell
87,416
-7,499
-8% -$574K 0.32% 30
2023
Q4 		$7.15M Sell
94,915
-6,777
-7% -$479K 0.36% 28
2023
Q3 		$7.01M Sell
101,692
-12,693
-11% -$909K 0.38% 27
2023
Q2 		$8.29M Sell
114,385
-12,482
-10% -$906K 0.41% 27
2023
Q1 		$9.07M Sell
126,867
-5,677
-4% -$397K 0.47% 25
2022
Q4 		$8.7M Buy
132,544
+18,961
+17% +$1.19M 0.5% 21
2022
Q3 		$6.36M Sell
113,583
-3,378
-3% -$211K 0.43% 26
2022
Q2 		$7.35M Buy
116,961
+35,038
+43% +$2.38M 0.49% 27
2022
Q1 		$6.13M Buy
+81,923
New +$6.13M 0.32% 40

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Western Trust Bank's EFA Position: Q2 2026 in Review

First Western Trust Bank reduced its iShares MSCI EAFE ETF (EFA) stake by 5.4% in Q2 2026, selling an estimated $446K and leaving 75,927 shares worth $7.89M. The position accounts for 0.38% of the portfolio, ranked #21.

First Western Trust Bank first reported a position in EFA in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.07M in Q1 2023. 1,083 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • First Western Trust Bank held 75,927 shares of iShares MSCI EAFE ETF worth $7.89M as of Q2 2026.
  • First Western Trust Bank sold 4,338 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $446K.
  • iShares MSCI EAFE ETF made up 0.38% of First Western Trust Bank's portfolio in Q2 2026, its #21 holding.
  • First Western Trust Bank first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 18 quarters since.
  • First Western Trust Bank's iShares MSCI EAFE ETF position peaked at $9.07M in Q1 2023.
  • 1,083 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.