Carbahal Olsen Financial Services Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Carbahal Olsen Financial Services Group’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	$15.3M	Buy	157,951 +1,677	+1%	+$161K	10.59%	4
2026 Q1	$14.1M	Buy	156,274 +882	+0.6%	+$82.3K	11.31%	4
2025 Q4	$13.9M	Buy	155,392 +1,284	+0.8%	+$114K	10.67%	4
2025 Q3	$13.5M	Buy	154,108 +250	+0.2%	+$21.2K	10.8%	4
2025 Q2	$12.8M	Buy	153,858 +348	+0.2%	+$27.6K	10.95%	4
2025 Q1	$11.6M	Buy	153,510 +1,901	+1%	+$142K	11.02%	4
2024 Q4	$10.7M	Buy	+151,609	New	+$11.2M	9.83%	4

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

Carbahal Olsen Financial Services Group's IEFA Position: Q2 2026 in Review

Carbahal Olsen Financial Services Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, buying an estimated $161K and bringing the position to 157,951 shares worth $15.3M. The position accounts for 10.59% of the portfolio, ranked #4.

Carbahal Olsen Financial Services Group first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Carbahal Olsen Financial Services Group held 157,951 shares of iShares Core MSCI EAFE ETF worth $15.3M as of Q2 2026.
Carbahal Olsen Financial Services Group bought 1,677 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $161K.
iShares Core MSCI EAFE ETF made up 10.59% of Carbahal Olsen Financial Services Group's portfolio in Q2 2026, its #4 holding.
Carbahal Olsen Financial Services Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Carbahal Olsen Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.