Old Point Trust & Financial Services N A’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Old Point Trust & Financial Services N A’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	$436K	Buy	4,511 +956	+27%	+$91.8K	0.13%	101
2026 Q1	$322K	Hold	3,555	–	–	0.1%	104
2025 Q4	$318K	Hold	3,555	–	–	0.1%	111
2025 Q3	$310K	Hold	3,555	–	–	0.1%	112
2025 Q2	$297K	Hold	3,555	–	–	0.1%	108
2025 Q1	$269K	Hold	3,555	–	–	0.09%	114
2024 Q4	$250K	Buy	+3,555	New	+$262K	0.09%	113

Other funds holding IEFA

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Old Point Trust & Financial Services N A's IEFA Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its iShares Core MSCI EAFE ETF (IEFA) stake by 27% in Q2 2026, buying an estimated $91.8K and bringing the position to 4,511 shares worth $436K. The position accounts for 0.13% of the portfolio, ranked #101.

Old Point Trust & Financial Services N A first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Old Point Trust & Financial Services N A held 4,511 shares of iShares Core MSCI EAFE ETF worth $436K as of Q2 2026.
Old Point Trust & Financial Services N A bought 956 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $91.8K.
iShares Core MSCI EAFE ETF made up 0.13% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #101 holding.
Old Point Trust & Financial Services N A first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.