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Southern Michigan Bank & Trust’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Southern Michigan Bank & 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
2026
Q2 		$13K Hold
135
– – ﹤0.01% 307
2026
Q1 		$12.2K Buy
+135
New +$12.6K ﹤0.01% 308

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Envestnet Asset Management
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LPL Financial
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Raymond James Financial
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
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US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Southern Michigan Bank & Trust's IEFA Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 135 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Southern Michigan Bank & Trust first reported a position in IEFA in Q1 2026 and has held it in 2 quarters since. 2,375 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Southern Michigan Bank & Trust held 135 shares of iShares Core MSCI EAFE ETF worth $13K as of Q2 2026.
  • Southern Michigan Bank & Trust left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #307 holding.
  • Southern Michigan Bank & Trust first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,375 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.