Hickory Point Bank & Trust’s iShares MSCI EAFE ETF EFA Stock Holding History

Hickory Point Bank & Trust’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	$2M	Buy	19,234 +1,687	+10%	+$174K	1.21%	14
2026 Q1	$1.7M	Buy	17,547 +1,457	+9%	+$146K	1.12%	18
2025 Q4	$1.55M	Buy	16,090 +954	+6%	+$90.5K	1.12%	17
2025 Q3	$1.41M	Buy	15,136 +1,181	+8%	+$107K	1.06%	18
2025 Q2	$1.25M	Buy	13,955 +2,732	+24%	+$233K	1.01%	21
2025 Q1	$917K	Buy	11,223 +5,118	+84%	+$413K	0.81%	23
2024 Q4	$457K	Buy	+6,105	New	+$483K	0.41%	55

Other funds holding EFA

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Hickory Point Bank & Trust's EFA Position: Q2 2026 in Review

Hickory Point Bank & Trust increased its iShares MSCI EAFE ETF (EFA) stake by 9.6% in Q2 2026, buying an estimated $174K and bringing the position to 19,234 shares worth $2M. The position accounts for 1.21% of the portfolio, ranked #14.

Hickory Point Bank & Trust first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Hickory Point Bank & Trust held 19,234 shares of iShares MSCI EAFE ETF worth $2M as of Q2 2026.
Hickory Point Bank & Trust bought 1,687 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $174K.
iShares MSCI EAFE ETF made up 1.21% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #14 holding.
Hickory Point Bank & Trust first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.