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

Sanibel Captiva 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 Q1	$8.75M	Buy	96,634 +272	+0.3%	+$25.4K	0.24%	100
2025 Q4	$8.62M	Sell	96,362 -521	-0.5%	-$46.1K	0.24%	93
2025 Q3	$8.46M	Buy	96,883 +17,402	+22%	+$1.48M	0.24%	94
2025 Q2	$6.64M	Buy	79,481 +23,259	+41%	+$1.85M	0.2%	106
2025 Q1	$4.25M	Buy	56,222 +11,712	+26%	+$876K	0.14%	126
2024 Q4	$3.13M	Buy	44,510 +12,400	+39%	+$915K	0.1%	136
2024 Q3	$2.51M	Buy	32,110 +11,205	+54%	+$839K	0.08%	153
2024 Q2	$1.52M	Buy	20,905 +10,895	+109%	+$802K	0.05%	178
2024 Q1	$743K	Buy	10,010 +2,163	+28%	+$154K	0.03%	223
2023 Q4	$552K	Buy	+7,847	New	+$517K	0.02%	238

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sanibel Captiva Trust Company's IEFA Position: Q1 2026 in Review

Sanibel Captiva Trust Company increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.28% in Q1 2026, buying an estimated $25.4K and bringing the position to 96,634 shares worth $8.75M. The position accounts for 0.24% of the portfolio, ranked #100.

Sanibel Captiva Trust Company first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Sanibel Captiva Trust Company held 96,634 shares of iShares Core MSCI EAFE ETF worth $8.75M as of Q1 2026.
Sanibel Captiva Trust Company bought 272 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $25.4K.
iShares Core MSCI EAFE ETF made up 0.24% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #100 holding.
Sanibel Captiva Trust Company first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.