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

Wood Tarver 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
Q3 		– Sell
-1,710
Closed -$142K – 367
2025
Q2 		$142K Buy
1,710
+111
+7% +$8.81K 0.04% 168
2025
Q1 		$121K Hold
1,599
– – 0.04% 170
2024
Q4 		$112K Buy
+1,599
New +$118K 0.04% 181

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Wood Tarver Financial Group's IEFA Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 1,710 shares — an estimated $142K sold.

Wood Tarver Financial Group first reported a position in IEFA in Q4 2024 and held it in 3 quarters. The position peaked at $142K in Q2 2025. 2,137 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,710 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $142K.
  • Wood Tarver Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's iShares Core MSCI EAFE ETF position peaked at $142K in Q2 2025.
  • 2,137 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.