Tower Trust & Investment Company’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tower Trust & Investment 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 Q2	$1.73M	Sell	17,890 -480	-3%	-$46.1K	1.05%	19
2026 Q1	$1.66M	Buy	18,370 +836	+5%	+$78K	1.09%	17
2025 Q4	$1.57M	Buy	17,534 +1,506	+9%	+$133K	0.99%	16
2025 Q3	$1.4M	Buy	16,028 +316	+2%	+$26.9K	0.94%	20
2025 Q2	$1.31M	Sell	15,712 -576	-4%	-$45.7K	0.93%	20
2025 Q1	$1.28M	Buy	+16,288	New	+$1.22M	1.03%	19

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Tower Trust & Investment Company's IEFA Position: Q2 2026 in Review

Tower Trust & Investment Company reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q2 2026, selling an estimated $46.1K and leaving 17,890 shares worth $1.73M. The position accounts for 1.05% of the portfolio, ranked #19.

Tower Trust & Investment Company first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Tower Trust & Investment Company held 17,890 shares of iShares Core MSCI EAFE ETF worth $1.73M as of Q2 2026.
Tower Trust & Investment Company sold 480 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $46.1K.
iShares Core MSCI EAFE ETF made up 1.05% of Tower Trust & Investment Company's portfolio in Q2 2026, its #19 holding.
Tower Trust & Investment Company first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.