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

Trust 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 Q3	$554K	Buy	5,720 +57	+1%	+$5.63K	0.05%	97
2026 Q2	$547K	Hold	5,663	–	–	0.05%	100
2026 Q1	$513K	Buy	5,663 +340	+6%	+$31.7K	0.05%	116
2025 Q4	$476K	Sell	5,323 -216	-4%	-$19.1K	0.04%	118
2025 Q3	$484K	Sell	5,539 -14	-0.3%	-$1.19K	0.05%	91
2025 Q2	$464K	Hold	5,553	–	–	0.05%	89
2025 Q1	$420K	Buy	5,553 +216	+4%	+$16.2K	0.05%	102
2024 Q4	$375K	Buy	5,337 +14	+0.3%	+$1.03K	0.04%	107
2024 Q3	$415K	Hold	5,323	–	–	0.05%	99
2024 Q2	$387K	Buy	+5,323	New	+$392K	0.05%	99
2022 Q4	–	Sell	-690	Closed	-$36K	–	334
2022 Q3	$36K	Hold	690	–	–	0.01%	200
2022 Q2	$41K	Hold	690	–	–	0.01%	199
2022 Q1	$48K	Hold	690	–	–	0.01%	198
2021 Q4	$52K	Hold	690	–	–	0.01%	173
2021 Q3	$51K	Hold	690	–	–	0.01%	167
2021 Q2	$52K	Hold	690	–	–	0.04%	166
2021 Q1	$50K	Buy	690 +529	+329%	+$37.8K	0.04%	172
2020 Q4	$11K	Sell	161 -1,096	-87%	-$70.9K	0.01%	235
2020 Q3	$76K	Hold	1,257	–	–	0.06%	148
2020 Q2	$72K	Buy	+1,257	New	+$68.1K	0.07%	134

Other funds holding IEFA

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Trust Company's IEFA Position: Q3 2026 in Review

Trust Company increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1% in Q3 2026, buying an estimated $5.63K and bringing the position to 5,720 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #97.

Trust Company first reported a position in IEFA in Q2 2020 and has held it in 20 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Trust Company held 5,720 shares of iShares Core MSCI EAFE ETF worth $554K as of Q3 2026.
Trust Company bought 57 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $5.63K.
iShares Core MSCI EAFE ETF made up 0.05% of Trust Company's portfolio in Q3 2026, its #97 holding.
Trust Company first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 20 quarters since.
155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.