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 Q2	$2.35M	Buy	24,371 +2,156	+10%	+$207K	0.96%	24
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

STAR Financial Bank's IEFA Position: Q2 2026 in Review

STAR Financial Bank increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.7% in Q2 2026, buying an estimated $207K and bringing the position to 24,371 shares worth $2.35M. The position accounts for 0.96% of the portfolio, ranked #24.

STAR Financial Bank first reported a position in IEFA in Q1 2024 and has held it in 8 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

STAR Financial Bank held 24,371 shares of iShares Core MSCI EAFE ETF worth $2.35M as of Q2 2026.
STAR Financial Bank bought 2,156 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $207K.
iShares Core MSCI EAFE ETF made up 0.96% of STAR Financial Bank's portfolio in Q2 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 8 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.