Carrera Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Carrera Capital Advisors’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	$6.77M	Buy	70,102 +4,835	+7%	+$464K	1%	21
2026 Q1	$5.91M	Sell	65,267 -428	-0.7%	-$39.9K	0.91%	23
2025 Q4	$5.88M	Buy	65,695 +2,381	+4%	+$211K	0.99%	23
2025 Q3	$5.53M	Buy	63,314 +83	+0.1%	+$7.05K	0.99%	19
2025 Q2	$5.28M	Buy	63,231 +1,049	+2%	+$83.3K	1.06%	19
2025 Q1	$4.7M	Sell	62,182 -291	-0.5%	-$21.8K	1.04%	14
2024 Q4	$4.39M	Sell	62,473 -1,701	-3%	-$125K	1.03%	16
2024 Q3	$5.01M	Buy	64,174 +687	+1%	+$51.4K	1.22%	16
2024 Q2	$4.61M	Buy	+63,487	New	+$4.67M	1.51%	12

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

Carrera Capital Advisors's IEFA Position: Q2 2026 in Review

Carrera Capital Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.4% in Q2 2026, buying an estimated $464K and bringing the position to 70,102 shares worth $6.77M. The position accounts for 1% of the portfolio, ranked #21.

Carrera Capital Advisors first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Carrera Capital Advisors held 70,102 shares of iShares Core MSCI EAFE ETF worth $6.77M as of Q2 2026.
Carrera Capital Advisors bought 4,835 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $464K.
iShares Core MSCI EAFE ETF made up 1% of Carrera Capital Advisors's portfolio in Q2 2026, its #21 holding.
Carrera Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.