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

Sabal 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
2025
Q1 		$900K Hold
11,897
– – 0.05% 154
2024
Q4 		$836K Sell
11,897
-1,562
-12% -$115K 0.05% 159
2024
Q3 		$1.05M Sell
13,459
-3,095
-19% -$232K 0.06% 133
2024
Q2 		$1.2M Buy
16,554
+5,646
+52% +$415K 0.07% 121
2024
Q1 		$810K Sell
10,908
-125
-1% -$8.9K 0.05% 136
2023
Q4 		$776K Buy
11,033
+5,823
+112% +$384K 0.05% 130
2023
Q3 		$335K Buy
5,210
+125
+2% +$8.37K 0.02% 164
2023
Q2 		$343K Buy
+5,085
New +$345K 0.02% 166
2022
Q4 		– Sell
-8,640
Closed -$455K – 166
2022
Q3 		$455K Sell
8,640
-616
-7% -$36.2K 0.03% 102
2022
Q2 		$545K Buy
9,256
+3,976
+75% +$255K 0.04% 96
2022
Q1 		$367K Buy
5,280
+1,960
+59% +$139K 0.03% 110
2021
Q4 		$248K Hold
3,320
– – 0.02% 138
2021
Q3 		$247K Buy
3,320
+420
+14% +$32K 0.02% 137
2021
Q2 		$217K Buy
+2,900
New +$219K 0.02% 140

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sabal Trust's IEFA Position: Q1 2025 in Review

Sabal Trust held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2025 at 11,897 shares worth $900K. The position accounts for 0.05% of the portfolio, ranked #154.

Sabal Trust first reported a position in IEFA in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.2M in Q2 2024. 2,036 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Sabal Trust held 11,897 shares of iShares Core MSCI EAFE ETF worth $900K as of Q1 2025.
  • Sabal Trust left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2025.
  • iShares Core MSCI EAFE ETF made up 0.05% of Sabal Trust's portfolio in Q1 2025, its #154 holding.
  • Sabal Trust first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 14 quarters since.
  • Sabal Trust's iShares Core MSCI EAFE ETF position peaked at $1.2M in Q2 2024.
  • 2,036 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.