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

Parkside Financial 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
2026
Q1 		$6.23M Sell
68,767
-144
-0.2% -$13.4K 0.48% 37
2025
Q4 		$6.16M Buy
68,911
+75
+0.1% +$6.63K 0.46% 37
2025
Q3 		$6.01M Sell
68,836
-1,000
-1% -$85K 0.46% 35
2025
Q2 		$5.83M Buy
69,836
+4,697
+7% +$373K 0.63% 32
2025
Q1 		$4.93M Buy
65,139
+3,404
+6% +$255K 0.63% 31
2024
Q4 		$4.34M Sell
61,735
-2,186
-3% -$161K 0.57% 31
2024
Q3 		$4.99M Buy
63,921
+25
+0% +$1.87K 0.69% 27
2024
Q2 		$4.64M Buy
63,896
+167
+0.3% +$12.3K 0.73% 26
2024
Q1 		$4.73M Buy
63,729
+1,544
+2% +$110K 0.76% 25
2023
Q4 		$4.37M Sell
62,185
-12,956
-17% -$854K 0.8% 24
2023
Q3 		$4.84M Buy
75,141
+60,268
+405% +$4.04M 1.12% 17
2023
Q2 		$1M Buy
14,873
+5,073
+52% +$344K 0.24% 72
2023
Q1 		$655K Buy
9,800
+1,417
+17% +$92.9K 0.18% 98
2022
Q4 		$517K Sell
8,383
-185
-2% -$10.9K 0.15% 119
2022
Q3 		$451K Sell
8,568
-775
-8% -$45.6K 0.14% 117
2022
Q2 		$550K Sell
9,343
-49
-0.5% -$3.14K 0.17% 109
2022
Q1 		$653K Buy
9,392
+3,284
+54% +$232K 0.17% 96
2021
Q4 		$456K Buy
6,108
+1,854
+44% +$139K 0.11% 138
2021
Q3 		$316K Buy
4,254
+537
+14% +$40.9K 0.09% 150
2021
Q2 		$278K Sell
3,717
-257
-6% -$19.4K 0.08% 162
2021
Q1 		$286K Buy
3,974
+339
+9% +$24.2K 0.09% 154
2020
Q4 		$251K Sell
3,635
-252
-6% -$16.3K 0.08% 167
2020
Q3 		$234K Hold
3,887
– – 0.08% 159
2020
Q2 		$222K Buy
3,887
+2,703
+228% +$146K 0.07% 188
2020
Q1 		$59K Buy
1,184
+40
+3% +$2.38K 0.02% 345
2019
Q4 		$75K Buy
1,144
+101
+10% +$6.41K 0.02% 349
2019
Q3 		$64K Hold
1,043
– – 0.02% 359
2019
Q2 		$64K Sell
1,043
-2,295
-69% -$141K 0.02% 349
2019
Q1 		$203K Hold
3,338
– – 0.07% 177
2018
Q4 		$184K Buy
3,338
+2,476
+287% +$145K 0.07% 178
2018
Q3 		$55K Sell
862
-1,325
-61% -$84.5K 0.02% 352
2018
Q2 		$139K Buy
2,187
+1,949
+819% +$129K 0.05% 201
2018
Q1 		$16K Hold
238
– – 0.01% 619
2017
Q4 		$16K Buy
+238
New +$15.5K 0.01% 626
2017
Q1 		– Sell
-153
Closed -$8K – 1427
2016
Q4 		$8K Buy
+153
New +$8.21K ﹤0.01% 750
2015
Q3 		– Sell
-3,500
Closed -$204K – 1076
2015
Q2 		$204K Hold
3,500
– – 0.11% 165
2015
Q1 		$205K Buy
+3,500
New +$201K 0.11% 163

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Parkside Financial Bank & Trust's IEFA Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.21% in Q1 2026, selling an estimated $13.4K and leaving 68,767 shares worth $6.23M. The position accounts for 0.48% of the portfolio, ranked #37.

Parkside Financial Bank & Trust first reported a position in IEFA in Q1 2015 and has held it in 37 quarters since. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Parkside Financial Bank & Trust held 68,767 shares of iShares Core MSCI EAFE ETF worth $6.23M as of Q1 2026.
  • Parkside Financial Bank & Trust sold 144 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $13.4K.
  • iShares Core MSCI EAFE ETF made up 0.48% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #37 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares Core MSCI EAFE ETF in Q1 2015 and has held it in 37 quarters since.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.