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Iowa State Bank’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Iowa State Bank’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 		$34.1M Buy
352,924
+7,494
+2% +$720K 5.7% 1
2026
Q1 		$31.3M Buy
345,430
+21,567
+7% +$2.01M 5.75% 2
2025
Q4 		$29M Buy
323,863
+1,889
+0.6% +$167K 5.43% 1
2025
Q3 		$28.1M Buy
321,974
+45,277
+16% +$3.85M 5.35% 1
2025
Q2 		$23.1M Sell
276,697
-6,627
-2% -$526K 4.6% 2
2025
Q1 		$21.4M Sell
283,324
-47,917
-14% -$3.58M 4.55% 2
2024
Q4 		$23.3M Buy
331,241
+13,489
+4% +$995K 4.84% 1
2024
Q3 		$24.8M Buy
317,752
+9,921
+3% +$743K 5.1% 1
2024
Q2 		$22.4M Buy
307,831
+12,038
+4% +$886K 4.94% 1
2024
Q1 		$22M Buy
295,793
+17,347
+6% +$1.23M 4.86% 1
2023
Q4 		$19.6M Sell
278,446
-694
-0.2% -$45.7K 4.7% 1
2023
Q3 		$18M Buy
279,140
+12,626
+5% +$845K 4.66% 1
2023
Q2 		$18M Sell
266,514
-2,051
-0.8% -$139K 4.52% 1
2023
Q1 		$18M Buy
268,565
+46,556
+21% +$3.05M 4.5% 1
2022
Q4 		$13.7M Buy
222,009
+54,214
+32% +$3.19M 3.44% 4
2022
Q3 		$8.84M Buy
167,795
+7,945
+5% +$467K 2.51% 6
2022
Q2 		$9.41M Buy
159,850
+27,242
+21% +$1.75M 2.5% 8
2022
Q1 		$9.22M Buy
132,608
+124,449
+1,525% +$8.8M 2.14% 11
2021
Q4 		$609K Buy
+8,159
New +$613K 0.14% 91

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Iowa State Bank's IEFA Position: Q2 2026 in Review

Iowa State Bank increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q2 2026, buying an estimated $720K and bringing the position to 352,924 shares worth $34.1M. The position accounts for 5.7% of the portfolio, ranked #1.

Iowa State Bank first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,461 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Iowa State Bank held 352,924 shares of iShares Core MSCI EAFE ETF worth $34.1M as of Q2 2026.
  • Iowa State Bank bought 7,494 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $720K.
  • iShares Core MSCI EAFE ETF made up 5.7% of Iowa State Bank's portfolio in Q2 2026, its #1 holding.
  • Iowa State Bank first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,461 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.