United Bank (Virginia)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

United Bank (Virginia)’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	$1.27M	Buy	13,173 +4,500	+52%	+$432K	0.15%	71
2026 Q1	$785K	Buy	8,673 +1,152	+15%	+$108K	0.1%	80
2025 Q4	$673K	Hold	7,521	–	–	0.09%	83
2025 Q3	$657K	Hold	7,521	–	–	0.08%	82
2025 Q2	$628K	Sell	7,521 -90	-1%	-$7.14K	0.08%	87
2025 Q1	$576K	Buy	7,611 +3,501	+85%	+$262K	0.07%	91
2024 Q4	$289K	Sell	4,110 -1,246	-23%	-$91.9K	0.03%	113
2024 Q3	$418K	Sell	5,356 -60	-1%	-$4.49K	0.05%	101
2024 Q2	$393K	Buy	5,416 +60	+1%	+$4.42K	0.05%	102
2024 Q1	$398K	Buy	5,356 +26	+0.5%	+$1.85K	0.05%	100
2023 Q4	$375K	Hold	5,330	–	–	0.05%	107
2023 Q3	$343K	Sell	5,330 -5	-0.1%	-$335	0.05%	106
2023 Q2	$360K	Buy	5,335 +20	+0.4%	+$1.36K	0.04%	113
2023 Q1	$355K	Sell	5,315 -125	-2%	-$8.2K	0.05%	113
2022 Q4	$335K	Buy	5,440 +161	+3%	+$9.48K	0.05%	114
2022 Q3	$278K	Hold	5,279	–	–	0.04%	125
2022 Q2	$311K	Hold	5,279	–	–	0.05%	119
2022 Q1	$367K	Buy	+5,279	New	+$373K	0.05%	117
2021 Q2	–	Sell	-14,560	Closed	-$1.05M	–	174
2021 Q1	$1.05M	Sell	14,560 -4,918	-25%	-$351K	0.14%	77
2020 Q4	$1.35M	Buy	19,478 +14,560	+296%	+$942K	0.2%	67
2020 Q3	$296K	Buy	+4,918	New	+$297K	0.05%	113
2019 Q3	–	Sell	-4,149	Closed	-$255K	–	143
2019 Q2	$255K	Sell	4,149 -30	-0.7%	-$1.84K	0.04%	129
2019 Q1	$254K	Sell	4,179 -17,384	-81%	-$1.03M	0.05%	122
2018 Q4	$1.19M	Buy	21,563 +14,494	+205%	+$850K	0.25%	56
2018 Q3	$453K	Hold	7,069	–	–	0.1%	89
2018 Q2	$448K	Hold	7,069	–	–	0.1%	85
2018 Q1	$466K	Hold	7,069	–	–	0.11%	80
2017 Q4	$467K	Buy	7,069 +1,732	+32%	+$113K	0.11%	87
2017 Q3	$342K	Buy	+5,337	New	+$334K	0.33%	41

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

United Bank (Virginia)'s IEFA Position: Q2 2026 in Review

United Bank (Virginia) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 52% in Q2 2026, buying an estimated $432K and bringing the position to 13,173 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #71.

United Bank (Virginia) first reported a position in IEFA in Q3 2017 and has held it in 29 quarters since. The position peaked at $1.35M in Q4 2020. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

United Bank (Virginia) held 13,173 shares of iShares Core MSCI EAFE ETF worth $1.27M as of Q2 2026.
United Bank (Virginia) bought 4,500 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $432K.
iShares Core MSCI EAFE ETF made up 0.15% of United Bank (Virginia)'s portfolio in Q2 2026, its #71 holding.
United Bank (Virginia) first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 29 quarters since.
United Bank (Virginia)'s iShares Core MSCI EAFE ETF position peaked at $1.35M in Q4 2020.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.