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Security National Bank’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Security National 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
2026
Q1 		– Sell
-301
Closed -$26.9K – 422
2025
Q4 		$26.9K Buy
+301
New +$26.6K ﹤0.01% 268

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Jones Financial Companies
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Security National Bank's IEFA Position: Q1 2026 in Review

Security National Bank sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 301 shares — an estimated $26.9K sold.

Security National Bank first reported a position in IEFA in Q4 2025 and held it in 1 quarter. The position peaked at $26.9K in Q4 2025. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Security National Bank reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Security National Bank sold 301 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $26.9K.
  • Security National Bank first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
  • Security National Bank's iShares Core MSCI EAFE ETF position peaked at $26.9K in Q4 2025.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Security National Bank's 13F filing for Q1 2026, filed 16 Apr 2026.