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

Capasso Planning Partners’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 Q2	–	Sell	-2,921	Closed	-$221K	–	90
2025 Q1	$221K	Sell	2,921 -36	-1%	-$2.69K	0.09%	95
2024 Q4	$208K	Sell	2,957 -4,205	-59%	-$310K	0.08%	99
2024 Q3	$559K	Buy	7,162 +1,581	+28%	+$118K	0.17%	87
2024 Q2	$405K	Sell	5,581 -3	-0.1%	-$221	0.13%	97
2024 Q1	$414K	Buy	5,584 +3	+0.1%	+$214	0.17%	72
2023 Q4	$393K	Sell	5,581 -232	-4%	-$15.3K	0.18%	70
2023 Q3	$374K	Buy	5,813 +12	+0.2%	+$803	0.2%	65
2023 Q2	$392K	Buy	5,801 +79	+1%	+$5.36K	0.21%	65
2023 Q1	$383K	Hold	5,722	–	–	0.22%	65
2022 Q4	$353K	Sell	5,722 -887	-13%	-$52.2K	0.22%	66
2022 Q3	$348K	Buy	+6,609	New	+$389K	0.24%	64

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Capasso Planning Partners's IEFA Position: Q2 2025 in Review

Capasso Planning Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 2,921 shares — an estimated $221K sold.

Capasso Planning Partners first reported a position in IEFA in Q3 2022 and held it in 11 quarters. The position peaked at $559K in Q3 2024. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

Capasso Planning Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Capasso Planning Partners sold 2,921 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $221K.
Capasso Planning Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and held it in 11 quarters.
Capasso Planning Partners's iShares Core MSCI EAFE ETF position peaked at $559K in Q3 2024.
2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Capasso Planning Partners's 13F filing for Q2 2025, filed 6 Aug 2025.