Cape Investment Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Cape Investment Advisory’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	$32.7K	Buy	+338	New	+$32.5K	0.01%	605
2026 Q1	–	Sell	-335	Closed	-$30K	–	655
2025 Q4	$30K	Buy	335 +223	+199%	+$19.7K	0.01%	524
2025 Q3	$9.82K	Sell	112 -441	-80%	-$37.5K	0.01%	415
2025 Q2	$46.2K	Hold	553	–	–	0.02%	380
2025 Q1	$41.9K	Buy	553 +112	+25%	+$8.38K	0.02%	361
2024 Q4	$31K	Sell	441 -100	-18%	-$7.38K	0.01%	412
2024 Q3	$42.2K	Buy	541 +43	+9%	+$3.22K	0.02%	342
2024 Q2	$36.2K	Hold	498	–	–	0.02%	342
2024 Q1	$37K	Sell	498 -2,280	-82%	-$162K	0.02%	350
2023 Q4	$195K	Buy	2,778 +2,475	+817%	+$163K	0.1%	150
2023 Q3	$19.5K	Buy	+303	New	+$20.3K	0.01%	448

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

Cape Investment Advisory's IEFA Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 338 shares worth $32.7K. The stake represents 0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IEFA as recently as Q4 2025.

Cape Investment Advisory first reported a position in IEFA in Q3 2023 and has held it in 11 quarters since. The position peaked at $195K in Q4 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Cape Investment Advisory held 338 shares of iShares Core MSCI EAFE ETF worth $32.7K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Cape Investment Advisory position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #605 holding.
Cape Investment Advisory first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
Cape Investment Advisory's iShares Core MSCI EAFE ETF position peaked at $195K in Q4 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.