LGT Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

LGT Financial 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
2025 Q4	–	Sell	-1,506	Closed	-$132K	–	301
2025 Q3	$132K	Sell	1,506 -146	-9%	-$12.4K	0.28%	66
2025 Q2	$138K	Buy	1,652 +157	+11%	+$12.5K	0.35%	57
2025 Q1	$113K	Hold	1,495	–	–	0.35%	64
2024 Q4	$105K	Sell	1,495 -9	-0.6%	-$664	0.23%	82
2024 Q3	$117K	Sell	1,504 -7	-0.5%	-$524	0.29%	61
2024 Q2	$110K	Sell	1,511 -4,246	-74%	-$312K	0.23%	75
2024 Q1	$427K	Sell	5,757 -1,323	-19%	-$94.2K	0.5%	38
2023 Q4	$498K	Buy	7,080 +2,155	+44%	+$142K	0.61%	31
2023 Q3	$317K	Sell	4,925 -1,477	-23%	-$98.9K	0.4%	57
2023 Q2	$432K	Buy	+6,402	New	+$434K	0.46%	62
2023 Q1	–	Sell	-66	Closed	-$4.07K	–	130
2022 Q4	$4.07K	Buy	+66	New	+$3.88K	﹤0.01%	169

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

LGT Financial Advisors's IEFA Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 1,506 shares — an estimated $132K sold.

LGT Financial Advisors first reported a position in IEFA in Q4 2022 and held it in 11 quarters. The position peaked at $498K in Q4 2023. 2,340 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

LGT Financial Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 1,506 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $132K.
LGT Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $498K in Q4 2023.
2,340 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

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