Capital A Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Capital A Wealth Management’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
2025 Q2	$61.7K	Buy	+819	New	+$69.9K	0.69%	40

Other funds holding EFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital A Wealth Management's EFA Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2025: 819 shares worth $61.7K. The stake represents 0.69% of the portfolio and ranks #40 among its holdings.

2,025 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Capital A Wealth Management held 819 shares of iShares MSCI EAFE ETF worth $61.7K as of Q2 2025.
iShares MSCI EAFE ETF was a new Capital A Wealth Management position in Q2 2025.
iShares MSCI EAFE ETF made up 0.69% of Capital A Wealth Management's portfolio in Q2 2025, its #40 holding.
2,025 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.