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Horizon Bancorp’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Horizon Bancorp’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 		$8.47M Sell
93,515
-1,804
-2% -$168K 4.07% 9
2025
Q4 		$8.53M Sell
95,319
-2,800
-3% -$248K 4.15% 7
2025
Q3 		$8.57M Sell
98,119
-715
-0.7% -$60.8K 4.09% 7
2025
Q2 		$8.25M Sell
98,834
-3,905
-4% -$310K 4.15% 4
2025
Q1 		$7.77M Buy
102,739
+1,913
+2% +$143K 4.39% 7
2024
Q4 		$7.09M Buy
100,826
+287
+0.3% +$21.2K 3.34% 9
2024
Q3 		$7.85M Buy
100,539
+13,279
+15% +$994K 3.63% 9
2024
Q2 		$6.34M Sell
87,260
-14,539
-14% -$1.07M 3.01% 10
2024
Q1 		$7.56M Buy
101,799
+9,001
+10% +$641K 3.6% 7
2023
Q4 		$6.53M Buy
92,798
+68,718
+285% +$4.53M 3.19% 8
2023
Q3 		$1.55M Buy
24,080
+9,437
+64% +$632K 0.99% 7
2023
Q2 		$988K Buy
+14,643
New +$993K 0.63% 6
2020
Q3 		$12K Buy
194
+53
+38% +$3.2K 0.02% 204
2020
Q2 		$8K Hold
141
– – 0.01% 216
2020
Q1 		$7K Hold
141
– – 0.01% 235
2019
Q4 		$9K Buy
+141
New +$8.94K 0.01% 243

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Horizon Bancorp's IEFA Position: Q1 2026 in Review

Horizon Bancorp reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q1 2026, selling an estimated $168K and leaving 93,515 shares worth $8.47M. The position accounts for 4.07% of the portfolio, ranked #9.

Horizon Bancorp first reported a position in IEFA in Q4 2019 and has held it in 16 quarters since. The position peaked at $8.57M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Horizon Bancorp held 93,515 shares of iShares Core MSCI EAFE ETF worth $8.47M as of Q1 2026.
  • Horizon Bancorp sold 1,804 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $168K.
  • iShares Core MSCI EAFE ETF made up 4.07% of Horizon Bancorp's portfolio in Q1 2026, its #9 holding.
  • Horizon Bancorp first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 16 quarters since.
  • Horizon Bancorp's iShares Core MSCI EAFE ETF position peaked at $8.57M in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Horizon Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.