Custos Family Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Custos Family Office’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	$7.98M	Sell	89,240 -9,841	-10%	-$870K	5.45%	6
2025 Q3	$8.65M	Sell	99,081 -94,352	-49%	-$8.02M	4.89%	8
2025 Q2	$16.1M	Buy	193,433 +4,188	+2%	+$332K	5.15%	8
2025 Q1	$14.3M	Sell	189,245 -4,239	-2%	-$317K	5.08%	7
2024 Q4	$13.6M	Buy	193,484 +19,222	+11%	+$1.42M	4.76%	7
2024 Q3	$13.6M	Buy	174,262 +25,179	+17%	+$1.88M	4.93%	7
2024 Q2	$10.8M	Buy	149,083 +6,896	+5%	+$507K	4.32%	9
2024 Q1	$10.6M	Buy	142,187 +1,476	+1%	+$105K	5.45%	8
2023 Q4	$9.9M	Buy	140,711 +26,896	+24%	+$1.77M	5.14%	8
2023 Q3	$7.32M	Buy	+113,815	New	+$7.62M	4.93%	10

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Custos Family Office's IEFA Position: Q4 2025 in Review

Custos Family Office reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.9% in Q4 2025, selling an estimated $870K and leaving 89,240 shares worth $7.98M. The position accounts for 5.45% of the portfolio, ranked #6.

Custos Family Office first reported a position in IEFA in Q3 2023 and has held it in 10 quarters since. The position peaked at $16.1M in Q2 2025. 2,340 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

Custos Family Office held 89,240 shares of iShares Core MSCI EAFE ETF worth $7.98M as of Q4 2025.
Custos Family Office sold 9,841 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $870K.
iShares Core MSCI EAFE ETF made up 5.45% of Custos Family Office's portfolio in Q4 2025, its #6 holding.
Custos Family Office first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 10 quarters since.
Custos Family Office's iShares Core MSCI EAFE ETF position peaked at $16.1M in Q2 2025.
2,340 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.