Capital Advantage’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.79M | Sell |
39,273
-417
| -1% | -$40.1K | 0.46% | 37 |
|
|
2026
Q1 | $3.59M | Sell |
39,690
-323
| -0.8% | -$30.1K | 0.47% | 37 |
|
|
2025
Q4 | $3.58M | Buy |
40,013
+622
| +2% | +$55K | 0.48% | 35 |
|
|
2025
Q3 | $3.44M | Sell |
39,391
-316
| -0.8% | -$26.9K | 0.52% | 35 |
|
|
2025
Q2 | $3.31M | Buy |
39,707
+1,131
| +3% | +$89.8K | 0.53% | 35 |
|
|
2025
Q1 | $2.71M | Hold |
38,576
| – | – | 0.49% | 35 |
|
|
2024
Q4 | $2.71M | Buy |
+38,576
| New | +$2.85M | 0.49% | 35 |
|
|
2022
Q2 | – | Sell |
-180,971
| Closed | -$12.6M | – | 44 |
|
|
2022
Q1 | $12.6M | Buy |
180,971
+441
| +0.2% | +$31.2K | 2.89% | 16 |
|
|
2021
Q4 | $13.3M | Sell |
180,530
-10,924
| -6% | -$821K | 3.19% | 14 |
|
|
2021
Q3 | $14.2M | Buy |
191,454
+1,611
| +0.8% | +$123K | 3.84% | 12 |
|
|
2021
Q2 | $14.2M | Buy |
189,843
+3,356
| +2% | +$253K | 3.73% | 12 |
|
|
2021
Q1 | $13.4M | Buy |
186,487
+1,557
| +0.8% | +$111K | 3.66% | 11 |
|
|
2020
Q4 | $13M | Sell |
184,930
-4,925
| -3% | -$318K | 3.87% | 12 |
|
|
2020
Q3 | $11.6M | Buy |
189,855
+2,687
| +1% | +$162K | 3.83% | 11 |
|
|
2020
Q2 | $10.7M | Sell |
187,168
-2,427
| -1% | -$132K | 3.8% | 11 |
|
|
2020
Q1 | $9.86M | Buy |
189,595
+2,249
| +1% | +$134K | 3.85% | 11 |
|
|
2019
Q4 | $12.2M | Sell |
187,346
-191,213
| -51% | -$12.1M | 3.87% | 11 |
|
|
2019
Q3 | $23.1M | Buy |
+378,559
| New | +$22.8M | 8% | 3 |
|
|
2019
Q1 | $23.8M | Sell |
391,593
-68,127
| -15% | -$4.02M | 8.45% | 3 |
|
|
2018
Q4 | $25.3M | Sell |
459,720
-43,322
| -9% | -$2.54M | 9.59% | 3 |
|
|
2018
Q3 | $32.2M | Sell |
503,042
-16,236
| -3% | -$1.04M | 7.41% | 6 |
|
|
2018
Q2 | $32.9M | Buy |
519,278
+4,535
| +0.9% | +$300K | 7.75% | 5 |
|
|
2018
Q1 | $33.9M | Sell |
514,743
-5,228
| -1% | -$351K | 8.29% | 5 |
|
|
2017
Q4 | $34.4M | Sell |
519,971
-7,517
| -1% | -$490K | 8.86% | 5 |
|
|
2017
Q3 | $33.8M | Sell |
527,488
-9,267
| -2% | -$580K | 8.47% | 5 |
|
|
2017
Q2 | $32.7M | Sell |
536,755
-4,433
| -0.8% | -$268K | 8.56% | 5 |
|
|
2017
Q1 | $31.4M | Sell |
541,188
-7,989
| -1% | -$449K | 8.59% | 4 |
|
|
2016
Q4 | $29.5M | Sell |
549,177
-17,190
| -3% | -$923K | 8.53% | 4 |
|
|
2016
Q3 | $31.2M | Sell |
566,367
-1,496
| -0.3% | -$80.7K | 8.76% | 4 |
|
|
2016
Q2 | $29.5M | Buy |
567,863
+122,034
| +27% | +$6.52M | 8.56% | 4 |
|
|
2016
Q1 | $23.7M | Buy |
445,829
+62,725
| +16% | +$3.2M | 8.4% | 4 |
|
|
2015
Q4 | $20.8M | Buy |
383,104
+36,619
| +11% | +$2.03M | 7.02% | 5 |
|
|
2015
Q3 | $18.3M | Buy |
346,485
+39,548
| +13% | +$2.24M | 7.13% | 5 |
|
|
2015
Q2 | $17.9M | Buy |
+306,937
| New | +$18.7M | 6.98% | 5 |
|
Other funds holding IEFA
Capital Advantage's IEFA Position: Q2 2026 in Review
Capital Advantage reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2026, selling an estimated $40.1K and leaving 39,273 shares worth $3.79M. The position accounts for 0.46% of the portfolio, ranked #37.
Capital Advantage first reported a position in IEFA in Q2 2015 and has held it in 34 quarters since. The position peaked at $34.4M in Q4 2017. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Capital Advantage held 39,273 shares of iShares Core MSCI EAFE ETF worth $3.79M as of Q2 2026.
- Capital Advantage sold 417 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $40.1K.
- iShares Core MSCI EAFE ETF made up 0.46% of Capital Advantage's portfolio in Q2 2026, its #37 holding.
- Capital Advantage first reported a position in iShares Core MSCI EAFE ETF in Q2 2015 and has held it in 34 quarters since.
- Capital Advantage's iShares Core MSCI EAFE ETF position peaked at $34.4M in Q4 2017.
- 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.