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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Iowa State Bank's IEFA Position: Q1 2026 in Review

Iowa State Bank increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.7% in Q1 2026, buying an estimated $2.01M and bringing the position to 345,430 shares worth $31.3M. The position accounts for 5.75% of the portfolio, ranked #2.

Iowa State Bank first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Iowa State Bank held 345,430 shares of iShares Core MSCI EAFE ETF worth $31.3M as of Q1 2026.
Iowa State Bank bought 21,567 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.01M.
iShares Core MSCI EAFE ETF made up 5.75% of Iowa State Bank's portfolio in Q1 2026, its #2 holding.
Iowa State Bank first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Iowa State Bank's 13F filing for Q1 2026, filed 15 Apr 2026.