Northwest Bank & Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Northwest Bank & Trust’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
2024 Q4	$746K	Sell	10,131 -120	-1%	-$8.85K	0.55%	47
2024 Q3	$800K	Buy	10,251 +640	+7%	+$47.9K	0.61%	45
2024 Q2	$698K	Buy	9,611 +41	+0.4%	+$3.02K	0.58%	46
2024 Q1	$687K	Hold	9,570	–	–	0.63%	46
2023 Q4	$673K	Buy	+9,570	New	+$631K	0.61%	50
2023 Q2	$570K	Buy	+8,447	New	+$573K	0.55%	57

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Northwest Bank & Trust's IEFA Position: Q4 2024 in Review

Northwest Bank & Trust reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.2% in Q4 2024, selling an estimated $8.85K and leaving 10,131 shares worth $746K. The position accounts for 0.55% of the portfolio, ranked #47.

Northwest Bank & Trust first reported a position in IEFA in Q2 2023 and has held it in 6 quarters since. The position peaked at $800K in Q3 2024. 2,002 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

Northwest Bank & Trust held 10,131 shares of iShares Core MSCI EAFE ETF worth $746K as of Q4 2024.
Northwest Bank & Trust sold 120 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $8.85K.
iShares Core MSCI EAFE ETF made up 0.55% of Northwest Bank & Trust's portfolio in Q4 2024, its #47 holding.
Northwest Bank & Trust first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 6 quarters since.
Northwest Bank & Trust's iShares Core MSCI EAFE ETF position peaked at $800K in Q3 2024.
2,002 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.