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

Union Savings 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 		$64.5K Sell
668
-51
-7% -$4.9K 0.03% 201
2026
Q1 		$65.1K Hold
719
– – 0.03% 198
2025
Q4 		$64.3K Buy
+719
New +$63.6K 0.03% 205
2025
Q2 		$68.9K Hold
841
– – 0.03% 200
2025
Q1 		$63.6K Buy
841
+340
+68% +$25.4K 0.03% 208
2024
Q4 		$35.2K Buy
501
+142
+40% +$10.5K 0.02% 232
2024
Q3 		$28K Buy
+359
New +$26.9K 0.01% 244

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Union Savings Bank reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.1% in Q2 2026, selling an estimated $4.9K and leaving 668 shares worth $64.5K. The position accounts for 0.03% of the portfolio, ranked #201.

Union Savings Bank first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $68.9K in Q2 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Union Savings Bank held 668 shares of iShares Core MSCI EAFE ETF worth $64.5K as of Q2 2026.
  • Union Savings Bank sold 51 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.9K.
  • iShares Core MSCI EAFE ETF made up 0.03% of Union Savings Bank's portfolio in Q2 2026, its #201 holding.
  • Union Savings Bank first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • Union Savings Bank's iShares Core MSCI EAFE ETF position peaked at $68.9K in Q2 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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