Zions Bancorporation’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Zions Bancorporation’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
2024 Q4	$1.88M	Hold	26,809	–	–	0.12%	158
2024 Q3	$2.09M	Hold	26,809	–	–	0.15%	131
2024 Q2	$1.95M	Hold	26,809	–	–	0.16%	106
2024 Q1	$1.99M	Sell	26,809 -1,074	-4%	-$76.5K	0.15%	122
2023 Q4	$1.96M	Buy	27,883 +1,074	+4%	+$70.8K	0.13%	121
2023 Q3	$1.73M	Buy	26,809 +4,462	+20%	+$299K	0.15%	113
2023 Q2	$1.51M	Hold	22,347	–	–	0.13%	121
2023 Q1	$1.49M	Hold	22,347	–	–	0.13%	123
2022 Q4	$1.38M	Hold	22,347	–	–	0.11%	124
2022 Q3	$1.18M	Hold	22,347	–	–	0.12%	123
2022 Q2	$1.31M	Sell	22,347 -499	-2%	-$32K	0.13%	116
2022 Q1	$1.59M	Buy	22,846 +22,347	+4,478%	+$1.58M	0.14%	102
2021 Q4	$37K	Buy	+499	New	+$37.5K	﹤0.01%	507
2021 Q3	–	Sell	-10,757	Closed	-$805K	–	1036
2021 Q2	$805K	Buy	+10,757	New	+$812K	0.08%	131
2021 Q1	–	Sell	-173	Closed	-$12K	–	970
2020 Q4	$12K	Hold	173	–	–	﹤0.01%	643
2020 Q3	$10K	Sell	173 -173	-50%	-$10.4K	﹤0.01%	671
2020 Q2	$20K	Buy	+346	New	+$18.8K	﹤0.01%	493
2020 Q1	–	Sell	-322	Closed	-$21K	–	942
2019 Q4	$21K	Buy	+322	New	+$20.4K	﹤0.01%	591
2019 Q2	–	Sell	-726	Closed	-$44K	–	945
2019 Q1	$44K	Buy	+726	New	+$42.9K	0.01%	436

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Zions Bancorporation's IEFA Position: Q4 2024 in Review

Zions Bancorporation held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q4 2024 at 26,809 shares worth $1.88M. The position accounts for 0.12% of the portfolio, ranked #158.

Zions Bancorporation first reported a position in IEFA in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.09M in Q3 2024. 2,001 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

Zions Bancorporation held 26,809 shares of iShares Core MSCI EAFE ETF worth $1.88M as of Q4 2024.
Zions Bancorporation left its iShares Core MSCI EAFE ETF share count unchanged in Q4 2024.
iShares Core MSCI EAFE ETF made up 0.12% of Zions Bancorporation's portfolio in Q4 2024, its #158 holding.
Zions Bancorporation first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 19 quarters since.
Zions Bancorporation's iShares Core MSCI EAFE ETF position peaked at $2.09M in Q3 2024.
2,001 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.