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Sandy Spring Bank’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sandy Spring Bank’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 		$772K Buy
10,209
+1,228
+14% +$91.8K 0.03% 249
2024
Q4 		$631K Sell
8,981
-93
-1% -$6.86K 0.03% 267
2024
Q3 		$708K Sell
9,074
-470
-5% -$35.2K 0.03% 261
2024
Q2 		$693K Buy
9,544
+1,768
+23% +$130K 0.03% 258
2024
Q1 		$577K Sell
7,776
-1,481
-16% -$105K 0.03% 272
2023
Q4 		$651K Sell
9,257
-1,575
-15% -$104K 0.03% 259
2023
Q3 		$697K Buy
10,832
+315
+3% +$21.1K 0.04% 238
2023
Q2 		$710K Sell
10,517
-381
-3% -$25.8K 0.04% 239
2023
Q1 		$729K Sell
10,898
-766
-7% -$50.2K 0.04% 229
2022
Q4 		$719K Sell
11,664
-1,483
-11% -$87.3K 0.04% 230
2022
Q3 		$693K Buy
13,147
+8,765
+200% +$515K 0.04% 225
2022
Q2 		$258K Sell
4,382
-672
-13% -$43.1K 0.02% 306
2022
Q1 		$351K Sell
5,054
-214
-4% -$15.1K 0.02% 283
2021
Q4 		$393K Buy
5,268
+921
+21% +$69.2K 0.02% 279
2021
Q3 		$322K Hold
4,347
– – 0.02% 293
2021
Q2 		$325K Hold
4,347
– – 0.02% 287
2021
Q1 		$313K Sell
4,347
-49
-1% -$3.5K 0.02% 279
2020
Q4 		$303K Sell
4,396
-89
-2% -$5.75K 0.02% 280
2020
Q3 		$271K Sell
4,485
-429
-9% -$25.9K 0.02% 273
2020
Q2 		$280K Sell
4,914
-94
-2% -$5.09K 0.02% 266
2020
Q1 		$250K Buy
5,008
+1,279
+34% +$76.1K 0.02% 263
2019
Q4 		$243K Sell
3,729
-97
-3% -$6.15K 0.02% 283
2019
Q3 		$234K Buy
3,826
+1,088
+40% +$65.7K 0.02% 287
2019
Q2 		$168K Buy
2,738
+1,488
+119% +$91.2K 0.01% 309
2019
Q1 		$76K Buy
1,250
+925
+285% +$54.6K 0.01% 394
2018
Q4 		$18K Hold
325
– – ﹤0.01% 588
2018
Q3 		$20K Hold
325
– – ﹤0.01% 592
2018
Q2 		$20K Buy
+325
New +$21.5K ﹤0.01% 587
2017
Q2 		– Sell
-200
Closed -$12K – 849
2017
Q1 		$12K Buy
+200
New +$11.2K ﹤0.01% 656
2016
Q2 		– Sell
-500
Closed -$27K – 920
2016
Q1 		$27K Buy
+500
New +$25.5K ﹤0.01% 533

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

Sandy Spring Bank's IEFA Position: Q1 2025 in Review

Sandy Spring Bank increased its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q1 2025, buying an estimated $91.8K and bringing the position to 10,209 shares worth $772K. The position accounts for 0.03% of the portfolio, ranked #249.

Sandy Spring Bank first reported a position in IEFA in Q1 2016 and has held it in 30 quarters since. 2,036 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Sandy Spring Bank held 10,209 shares of iShares Core MSCI EAFE ETF worth $772K as of Q1 2025.
  • Sandy Spring Bank bought 1,228 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $91.8K.
  • iShares Core MSCI EAFE ETF made up 0.03% of Sandy Spring Bank's portfolio in Q1 2025, its #249 holding.
  • Sandy Spring Bank first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and has held it in 30 quarters since.
  • 2,036 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.