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
2026 Q2	$497K	Buy	+5,149	New	+$495K	0.25%	49
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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

Capasso Planning Partners's IEFA Position: Q2 2026 in Review

Capasso Planning Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 5,149 shares worth $497K. The stake represents 0.25% of the portfolio and ranks #49 among its holdings. This is a return to the name: Capasso Planning Partners previously reported a position in IEFA as recently as Q1 2025.

Capasso Planning Partners first reported a position in IEFA in Q3 2022 and has held it in 12 quarters since. The position peaked at $559K in Q3 2024. 2,457 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Capasso Planning Partners held 5,149 shares of iShares Core MSCI EAFE ETF worth $497K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Capasso Planning Partners position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.25% of Capasso Planning Partners's portfolio in Q2 2026, its #49 holding.
Capasso Planning Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 12 quarters since.
Capasso Planning Partners's iShares Core MSCI EAFE ETF position peaked at $559K in Q3 2024.
2,457 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.