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

Riverview Trust Company’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	$14.1M	Sell	146,064 -11,156	-7%	-$1.07M	16.81%	2
2026 Q1	$14.2M	Buy	157,220 +182	+0.1%	+$17K	17.53%	2
2025 Q4	$14M	Buy	157,038 +1,797	+1%	+$159K	16.91%	2
2025 Q3	$13.6M	Buy	155,241 +432	+0.3%	+$36.7K	16.37%	2
2025 Q2	$12.9M	Sell	154,809 -1,331	-0.9%	-$106K	16.08%	2
2025 Q1	$11.8M	Sell	156,140 -108	-0.1%	-$8.08K	11.66%	1
2024 Q4	$11M	Hold	156,248	–	–	9.98%	1
2024 Q3	$12.2M	Sell	156,248 -54	-0%	-$4.04K	10.7%	1
2024 Q2	$11.4M	Sell	156,302 -163	-0.1%	-$12K	10.76%	1
2024 Q1	$11.6M	Buy	156,465 +208	+0.1%	+$14.8K	8.95%	1
2023 Q4	$11M	Sell	156,257 -4,257	-3%	-$281K	11.19%	1
2023 Q3	$10.3M	Sell	160,514 -13	-0%	-$870	9.16%	1
2023 Q2	$10.8M	Sell	160,527 -5,929	-4%	-$402K	9.82%	1
2023 Q1	$11.1M	Sell	166,456 -2,859	-2%	-$187K	10.23%	1
2022 Q4	$10.4M	Sell	169,315 -28,200	-14%	-$1.66M	9.87%	1
2022 Q3	$10.4M	Sell	197,515 -3,022	-2%	-$178K	10.07%	1
2022 Q2	$11.8M	Sell	200,537 -3,995	-2%	-$256K	10.29%	1
2022 Q1	$14.2M	Sell	204,532 -15,103	-7%	-$1.07M	10.54%	1
2021 Q4	$16.4M	Buy	219,635 +7,756	+4%	+$583K	9.62%	2
2021 Q3	$15.7M	Sell	211,879 -1,082	-0.5%	-$82.3K	16.65%	1
2021 Q2	$15.9M	Sell	212,961 -1,750	-0.8%	-$132K	16.85%	1
2021 Q1	$15.5M	Sell	214,711 -5,204	-2%	-$372K	17.26%	1
2020 Q4	$15.2M	Sell	219,915 -3,994	-2%	-$258K	16.8%	1
2020 Q3	$13.5M	Sell	223,909 -46,298	-17%	-$2.79M	15.51%	1
2020 Q2	$15.4M	Sell	270,207 -3,013	-1%	-$163K	14.98%	1
2020 Q1	$13.6M	Sell	273,220 -15,737	-5%	-$937K	13.09%	1
2019 Q4	$18.9M	Sell	288,957 -7,877	-3%	-$500K	12.68%	2
2019 Q3	$18.1M	Sell	296,834 -1,677	-0.6%	-$101K	12.62%	2
2019 Q2	$18.3M	Sell	298,511 -824	-0.3%	-$50.5K	12.88%	2
2019 Q1	$18.2M	Sell	299,335 -2,053	-0.7%	-$121K	13.75%	2
2018 Q4	$16.6M	Buy	+301,388	New	+$17.7M	12.97%	1

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

Riverview Trust Company's IEFA Position: Q2 2026 in Review

Riverview Trust Company reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.1% in Q2 2026, selling an estimated $1.07M and leaving 146,064 shares worth $14.1M. The position accounts for 16.81% of the portfolio, ranked #2.

Riverview Trust Company first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.9M in Q4 2019. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Riverview Trust Company held 146,064 shares of iShares Core MSCI EAFE ETF worth $14.1M as of Q2 2026.
Riverview Trust Company sold 11,156 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.07M.
iShares Core MSCI EAFE ETF made up 16.81% of Riverview Trust Company's portfolio in Q2 2026, its #2 holding.
Riverview Trust Company first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
Riverview Trust Company's iShares Core MSCI EAFE ETF position peaked at $18.9M in Q4 2019.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Riverview Trust Company's 13F filing for Q2 2026, filed 3 Aug 2026.