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Carter Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Carter Financial 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
2025
Q4 		– Sell
-4,948
Closed -$432K – 125
2025
Q3 		$432K Sell
4,948
-788
-14% -$67K 0.26% 62
2025
Q2 		$479K Buy
+5,736
New +$455K 0.31% 57
2022
Q1 		$365K Buy
+5,255
New +$372K 0.49% 26

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Carter Financial Group's IEFA Position: Q4 2025 in Review

Carter Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 4,948 shares — an estimated $432K sold.

Carter Financial Group first reported a position in IEFA in Q1 2022 and held it in 3 quarters. The position peaked at $479K in Q2 2025. 2,344 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Carter Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Carter Financial Group sold 4,948 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $432K.
  • Carter Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and held it in 3 quarters.
  • Carter Financial Group's iShares Core MSCI EAFE ETF position peaked at $479K in Q2 2025.
  • 2,344 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Carter Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.