American Capital Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$253K Buy
2,617
+13
+0.5% +$1.25K 0.09% 93
2026
Q1
$236K Buy
2,604
+64
+3% +$5.97K 0.1% 94
2025
Q4
$227K Sell
2,540
-359
-12% -$31.7K 0.1% 97
2025
Q3
$253K Sell
2,899
-1,106
-28% -$94K 0.12% 89
2025
Q2
$334K Sell
4,005
-1,158
-22% -$91.9K 0.17% 84
2025
Q1
$391K Sell
5,163
-15
-0.3% -$1.12K 0.21% 79
2024
Q4
$364K Buy
5,178
+98
+2% +$7.23K 0.2% 83
2024
Q3
$397K Sell
5,080
-1,232
-20% -$92.2K 0.23% 73
2024
Q2
$444K Sell
6,312
-7,771
-55% -$572K 0.32% 59
2024
Q1
$941K Buy
14,083
+7,771
+123% +$553K 0.82% 32
2023
Q4
$444K Buy
+6,312
New +$416K 0.32% 59

Other funds holding IEFA

American Capital Advisory's IEFA Position: Q2 2026 in Review

American Capital Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.5% in Q2 2026, buying an estimated $1.25K and bringing the position to 2,617 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #93.

American Capital Advisory first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $941K in Q1 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • American Capital Advisory held 2,617 shares of iShares Core MSCI EAFE ETF worth $253K as of Q2 2026.
  • American Capital Advisory bought 13 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.25K.
  • iShares Core MSCI EAFE ETF made up 0.09% of American Capital Advisory's portfolio in Q2 2026, its #93 holding.
  • American Capital Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • American Capital Advisory's iShares Core MSCI EAFE ETF position peaked at $941K in Q1 2024.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.