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

New Century 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	-13,006	Closed	-$1.14M	–	25
2025 Q3	$1.14M	Sell	13,006 -483	-4%	-$41K	2.02%	19
2025 Q2	$1.13M	Buy	13,489 +9,701	+256%	+$770K	1.32%	30
2025 Q1	$287K	Sell	3,788 -20,816	-85%	-$1.56M	0.33%	96
2024 Q4	$1.73M	Sell	24,604 -2,159	-8%	-$159K	0.74%	28
2024 Q3	$2.09M	Sell	26,763 -85	-0.3%	-$6.36K	0.77%	26
2024 Q2	$1.95M	Buy	26,848 +23,180	+632%	+$1.71M	0.83%	21
2024 Q1	$272K	Sell	3,668 -61	-2%	-$4.34K	0.19%	139
2023 Q4	$262K	Buy	+3,729	New	+$246K	0.23%	130

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

New Century Financial Group's IEFA Position: Q4 2025 in Review

New Century Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 13,006 shares — an estimated $1.14M sold.

New Century Financial Group first reported a position in IEFA in Q4 2023 and held it in 8 quarters. The position peaked at $2.09M in Q3 2024. 2,344 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

New Century Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 13,006 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $1.14M.
New Century Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 8 quarters.
New Century Financial Group's iShares Core MSCI EAFE ETF position peaked at $2.09M in Q3 2024.
2,344 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.