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

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-11,699
Closed -$885K – 437
2025
Q1 		$885K Buy
11,699
+699
+6% +$52.3K 0.19% 69
2024
Q4 		$773K Sell
11,000
-658
-6% -$48.5K 0.15% 76
2024
Q3 		$910K Sell
11,658
-201
-2% -$15K 0.17% 73
2024
Q2 		$861K Sell
11,859
-518
-4% -$38.1K 0.17% 73
2024
Q1 		$919K Sell
12,377
-11,137
-47% -$793K 0.18% 71
2023
Q4 		$1.65M Buy
23,514
+864
+4% +$56.9K 0.36% 46
2023
Q3 		$1.41M Hold
22,650
– – 0.35% 43
2023
Q2 		$1.53M Sell
22,650
-8,559
-27% -$580K 0.3% 55
2023
Q1 		$2.09M Sell
31,209
-5
-0% -$328 0.44% 44
2022
Q4 		$1.92M Sell
31,214
-6,098
-16% -$359K 0.44% 44
2022
Q3 		$1.97M Hold
37,312
– – 0.5% 40
2022
Q2 		$2.2M Buy
37,312
+27,544
+282% +$1.77M 0.55% 38
2022
Q1 		$679K Hold
9,768
– – 0.15% 74
2021
Q4 		$730K Sell
9,768
-11,242
-54% -$845K 0.16% 72
2021
Q3 		$1.56M Buy
21,010
+2,989
+17% +$227K 0.36% 41
2021
Q2 		$1.35M Sell
18,021
-6,052
-25% -$457K 0.3% 45
2021
Q1 		$1.73M Buy
24,073
+824
+4% +$58.9K 0.42% 36
2020
Q4 		$1.61M Buy
23,249
+20,332
+697% +$1.31M 0.43% 38
2020
Q3 		$176K Buy
2,917
+186
+7% +$11.2K 0.06% 141
2020
Q2 		$156K Sell
2,731
-1,890
-41% -$102K 0.06% 116
2020
Q1 		$231K Buy
4,621
+1,368
+42% +$81.4K 0.13% 87
2019
Q4 		$211K Buy
+3,253
New +$206K 0.22% 58

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Carolinas Wealth Consulting sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 11,699 shares — an estimated $885K sold.

Carolinas Wealth Consulting first reported a position in IEFA in Q4 2019 and held it in 22 quarters. The position peaked at $2.2M in Q2 2022. 2,107 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 11,699 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $885K.
  • Carolinas Wealth Consulting first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's iShares Core MSCI EAFE ETF position peaked at $2.2M in Q2 2022.
  • 2,107 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

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