Mechanics Financial Corp’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mechanics Financial Corp’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	$11.2M	Buy	123,247 +8,078	+7%	+$754K	4.67%	4
2025 Q4	$10.3M	Buy	115,169 +1,934	+2%	+$171K	3.8%	5
2025 Q3	$9.89M	Buy	113,235 +5,378	+5%	+$457K	3.75%	5
2025 Q2	$9M	Buy	107,857 +4,317	+4%	+$343K	3.83%	5
2025 Q1	$7.83M	Buy	103,540 +3,304	+3%	+$247K	3.55%	5
2024 Q4	$7.04M	Buy	100,236 +650	+0.7%	+$48K	3.16%	6
2024 Q3	$7.77M	Buy	99,586 +8,870	+10%	+$664K	3.4%	6
2024 Q2	$6.59M	Buy	90,716 +27,417	+43%	+$2.02M	3.38%	6
2024 Q1	$4.7M	Buy	63,299 +61,495	+3,409%	+$4.38M	2.44%	9
2023 Q4	$127K	Hold	1,804	–	–	0.07%	126
2023 Q3	$116K	Hold	1,804	–	–	0.06%	124
2023 Q2	$122K	Hold	1,804	–	–	0.07%	129
2023 Q1	$121K	Hold	1,804	–	–	0.07%	130
2022 Q4	$111K	Hold	1,804	–	–	0.07%	133
2022 Q3	$95K	Hold	1,804	–	–	0.06%	135
2022 Q2	$106K	Sell	1,804 -1,205	-40%	-$77.3K	0.06%	134
2022 Q1	$209K	Hold	3,009	–	–	0.11%	111
2021 Q4	$225K	Buy	+3,009	New	+$226K	0.11%	109

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

Mechanics Financial Corp's IEFA Position: Q1 2026 in Review

Mechanics Financial Corp increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7% in Q1 2026, buying an estimated $754K and bringing the position to 123,247 shares worth $11.2M. The position accounts for 4.67% of the portfolio, ranked #4.

Mechanics Financial Corp 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.

Mechanics Financial Corp held 123,247 shares of iShares Core MSCI EAFE ETF worth $11.2M as of Q1 2026.
Mechanics Financial Corp bought 8,078 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $754K.
iShares Core MSCI EAFE ETF made up 4.67% of Mechanics Financial Corp's portfolio in Q1 2026, its #4 holding.
Mechanics Financial Corp 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 Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.