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Carolinas Wealth Consulting’s iShares MSCI EAFE ETF EFA Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-54,032
Closed -$4.42M – 255
2025
Q1 		$4.42M Sell
54,032
-2,130
-4% -$172K 0.95% 24
2024
Q4 		$4.25M Sell
56,162
-1,489
-3% -$118K 0.83% 28
2024
Q3 		$4.82M Sell
57,651
-124
-0.2% -$9.98K 0.87% 29
2024
Q2 		$4.53M Sell
57,775
-1,508
-3% -$119K 0.87% 30
2024
Q1 		$4.73M Buy
59,283
+8,780
+17% +$672K 0.93% 28
2023
Q4 		$3.81M Sell
50,503
-841
-2% -$59.4K 0.83% 29
2023
Q3 		$3.44M Sell
51,344
-3,103
-6% -$222K 0.86% 29
2023
Q2 		$3.95M Buy
54,447
+757
+1% +$55K 0.78% 31
2023
Q1 		$3.84M Sell
53,690
-231
-0.4% -$16.2K 0.82% 29
2022
Q4 		$3.54M Buy
53,921
+1,029
+2% +$64.5K 0.8% 29
2022
Q3 		$2.96M Sell
52,892
-465
-0.9% -$29K 0.75% 31
2022
Q2 		$3.33M Buy
53,357
+818
+2% +$55.7K 0.83% 30
2022
Q1 		$3.87M Buy
52,539
+664
+1% +$49.7K 0.85% 28
2021
Q4 		$4.09M Sell
51,875
-733
-1% -$58.1K 0.89% 29
2021
Q3 		$4.1M Sell
52,608
-893
-2% -$71.4K 0.96% 26
2021
Q2 		$4.22M Sell
53,501
-2,228
-4% -$177K 0.93% 28
2021
Q1 		$4.23M Sell
55,729
-159
-0.3% -$12K 1.03% 25
2020
Q4 		$4.08M Sell
55,888
-2,374
-4% -$162K 1.1% 25
2020
Q3 		$3.71M Sell
58,262
-273
-0.5% -$17.5K 1.25% 23
2020
Q2 		$3.56M Sell
58,535
-5,680
-9% -$328K 1.4% 21
2020
Q1 		$3.44M Buy
64,215
+44,478
+225% +$2.82M 1.86% 16
2019
Q4 		$1.36M Buy
+19,737
New +$1.33M 1.42% 24

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carolinas Wealth Consulting's EFA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares MSCI EAFE ETF (EFA) in Q2 2025, closing a stake of 54,032 shares — an estimated $4.42M sold.

Carolinas Wealth Consulting first reported a position in EFA in Q4 2019 and held it in 22 quarters. The position peaked at $4.82M in Q3 2024. 2,027 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 54,032 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $4.42M.
  • Carolinas Wealth Consulting first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's iShares MSCI EAFE ETF position peaked at $4.82M in Q3 2024.
  • 2,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.