Union Savings Bank’s iShares MSCI EAFE ETF EFA Stock Holding History

Union Savings Bank’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$146K	Hold	1,407	–	–	0.06%	151
2026 Q1	$137K	Hold	1,407	–	–	0.06%	152
2025 Q4	$135K	Buy	+1,407	New	+$133K	0.06%	156
2025 Q2	$123K	Hold	1,407	–	–	0.06%	159
2025 Q1	$115K	Hold	1,407	–	–	0.06%	164
2024 Q4	$106K	Hold	1,407	–	–	0.05%	166
2024 Q3	$118K	Hold	1,407	–	–	0.06%	167
2024 Q2	$110K	Sell	1,407 -800	-36%	-$63.4K	0.06%	170
2024 Q1	$176K	Sell	2,207 -218	-9%	-$16.7K	0.09%	132
2023 Q4	$183K	Hold	2,425	–	–	0.1%	128
2023 Q3	$167K	Sell	2,425 -2,320	-49%	-$166K	0.1%	130
2023 Q2	$353K	Buy	+4,745	New	+$345K	0.21%	97

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Union Savings Bank's EFA Position: Q2 2026 in Review

Union Savings Bank held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 1,407 shares worth $146K. The position accounts for 0.06% of the portfolio, ranked #151.

Union Savings Bank first reported a position in EFA in Q2 2023 and has held it in 12 quarters since. The position peaked at $353K in Q2 2023. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Union Savings Bank held 1,407 shares of iShares MSCI EAFE ETF worth $146K as of Q2 2026.
Union Savings Bank left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.06% of Union Savings Bank's portfolio in Q2 2026, its #151 holding.
Union Savings Bank first reported a position in iShares MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's iShares MSCI EAFE ETF position peaked at $353K in Q2 2023.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.