STAR Financial Bank’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

STAR Financial 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	$2.01M	Buy	22,215 +4,784	+27%	+$447K	0.95%	24
2025 Q4	$1.56M	Buy	17,431 +3,790	+28%	+$335K	0.8%	29
2025 Q3	$1.19M	Sell	13,641 -1,765	-11%	-$150K	0.7%	29
2025 Q2	$1.29M	Buy	15,406 +11,100	+258%	+$881K	0.82%	36
2025 Q1	$326K	Buy	+4,306	New	+$322K	0.24%	77
2024 Q3	–	Sell	-3,973	Closed	-$289K	–	122
2024 Q2	$289K	Buy	3,973 +973	+32%	+$71.6K	0.22%	95
2024 Q1	$223K	Buy	+3,000	New	+$214K	0.19%	88

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

STAR Financial Bank's IEFA Position: Q1 2026 in Review

STAR Financial Bank increased its iShares Core MSCI EAFE ETF (IEFA) stake by 27% in Q1 2026, buying an estimated $447K and bringing the position to 22,215 shares worth $2.01M. The position accounts for 0.95% of the portfolio, ranked #24.

STAR Financial Bank first reported a position in IEFA in Q1 2024 and has held it in 7 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

STAR Financial Bank held 22,215 shares of iShares Core MSCI EAFE ETF worth $2.01M as of Q1 2026.
STAR Financial Bank bought 4,784 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $447K.
iShares Core MSCI EAFE ETF made up 0.95% of STAR Financial Bank's portfolio in Q1 2026, its #24 holding.
STAR Financial Bank first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 7 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.