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

Capital A Wealth Management’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 		$73.2K Buy
1,041
+842
+423% +$66.8K 0.82% 27
2025
Q1 		$15.1K Buy
199
+188
+1,709% +$14.1K 0.02% 255
2024
Q4 		$773 Buy
+11
New +$811 ﹤0.01% 590

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Capital A Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 423% in Q2 2025, buying an estimated $66.8K and bringing the position to 1,041 shares worth $73.2K. The position accounts for 0.82% of the portfolio, ranked #27.

Capital A Wealth Management first reported a position in IEFA in Q4 2024 and has held it in 3 quarters since. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Capital A Wealth Management held 1,041 shares of iShares Core MSCI EAFE ETF worth $73.2K as of Q2 2025.
  • Capital A Wealth Management bought 842 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $66.8K.
  • iShares Core MSCI EAFE ETF made up 0.82% of Capital A Wealth Management's portfolio in Q2 2025, its #27 holding.
  • Capital A Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

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