Plimoth Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Plimoth 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 Q2	$4.52M	Buy	46,809 +5,066	+12%	+$487K	0.9%	34
2026 Q1	$3.78M	Buy	41,743 +7,946	+24%	+$742K	0.84%	41
2025 Q4	$3.02M	Buy	33,797 +7,017	+26%	+$620K	0.67%	51
2025 Q3	$2.34M	Buy	26,780 +15,325	+134%	+$1.3M	0.53%	60
2025 Q2	$956K	Buy	+11,455	New	+$909K	0.23%	90

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

Plimoth Trust's IEFA Position: Q2 2026 in Review

Plimoth Trust increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q2 2026, buying an estimated $487K and bringing the position to 46,809 shares worth $4.52M. The position accounts for 0.9% of the portfolio, ranked #34.

Plimoth Trust first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Plimoth Trust held 46,809 shares of iShares Core MSCI EAFE ETF worth $4.52M as of Q2 2026.
Plimoth Trust bought 5,066 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $487K.
iShares Core MSCI EAFE ETF made up 0.9% of Plimoth Trust's portfolio in Q2 2026, its #34 holding.
Plimoth Trust first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.