Capasso Planning Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Capasso Planning Partners’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,599	Closed	-$1.05M	–	110
2024 Q3	$1.05M	Sell	12,599 -161	-1%	-$13K	0.31%	57
2024 Q2	$999K	Sell	12,760 -4,635	-27%	-$367K	0.32%	61
2024 Q1	$1.39M	Hold	17,395	–	–	0.58%	37
2023 Q4	$1.31M	Buy	17,395 +46	+0.3%	+$3.25K	0.61%	35
2023 Q3	$1.2M	Hold	17,349	–	–	0.64%	31
2023 Q2	$1.26M	Buy	17,349 +5,133	+42%	+$373K	0.68%	31
2023 Q1	$874K	Buy	12,216 +2,195	+22%	+$154K	0.51%	36
2022 Q4	$658K	Sell	10,021 -1,763	-15%	-$110K	0.42%	42
2022 Q3	$660K	Hold	11,784	–	–	0.46%	41
2022 Q2	$736K	Sell	11,784 -4,794	-29%	-$326K	0.52%	34
2022 Q1	$1.22M	Buy	16,578 +5,043	+44%	+$377K	0.86%	28
2021 Q4	$908K	Buy	+11,535	New	+$914K	0.66%	34

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Capasso Planning Partners's EFA Position: Q4 2024 in Review

Capasso Planning Partners sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 12,599 shares — an estimated $1.05M sold.

Capasso Planning Partners first reported a position in EFA in Q4 2021 and held it in 12 quarters. The position peaked at $1.39M in Q1 2024. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

Capasso Planning Partners reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 12,599 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $1.05M.
Capasso Planning Partners first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 12 quarters.
Capasso Planning Partners's iShares MSCI EAFE ETF position peaked at $1.39M in Q1 2024.
1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.