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Capital Advisors Ltd’s iShares MSCI EAFE ETF EFA Stock Holding History

Capital Advisors Ltd’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
2026
Q2 		$5.67M Buy
54,592
+1,997
+4% +$205K 0.57% 34
2026
Q1 		$5.11M Buy
52,595
+3,822
+8% +$382K 0.58% 35
2025
Q4 		$4.68M Buy
48,773
+1,513
+3% +$144K 0.53% 35
2025
Q3 		$4.41M Buy
47,260
+2,345
+5% +$213K 0.5% 35
2025
Q2 		$4.01M Buy
44,915
+144
+0.3% +$12.3K 0.5% 34
2025
Q1 		$3.66M Sell
44,771
-2,427
-5% -$196K 0.48% 36
2024
Q4 		$3.57M Sell
47,198
-1,041
-2% -$82.4K 0.45% 37
2024
Q3 		$4.03M Sell
48,239
-1,218
-2% -$98K 0.5% 36
2024
Q2 		$3.87M Sell
49,457
-2,460
-5% -$195K 0.5% 36
2024
Q1 		$4.15M Sell
51,917
-675
-1% -$51.6K 0.54% 35
2023
Q4 		$3.96M Buy
52,592
+1,150
+2% +$81.3K 0.56% 36
2023
Q3 		$3.54M Sell
51,442
-203
-0.4% -$14.5K 0.54% 40
2023
Q2 		$3.74M Buy
51,645
+12
+0% +$871 0.56% 38
2023
Q1 		$3.69M Buy
51,633
+104
+0.2% +$7.27K 0.61% 35
2022
Q4 		$3.38M Buy
51,529
+111
+0.2% +$6.95K 0.59% 37
2022
Q3 		$2.88M Buy
51,418
+200
+0.4% +$12.5K 0.56% 36
2022
Q2 		$3.2M Buy
51,218
+442
+0.9% +$30.1K 0.6% 37
2022
Q1 		$3.74M Sell
50,776
-1,135
-2% -$84.9K 0.62% 35
2021
Q4 		$4.08M Buy
51,911
+1,257
+2% +$99.6K 0.66% 33
2021
Q3 		$3.95M Sell
50,654
-286
-0.6% -$22.9K 0.71% 29
2021
Q2 		$4.02M Buy
50,940
+4
+0% +$318 0.72% 28
2021
Q1 		$3.87M Buy
50,936
+175
+0.3% +$13.2K 0.71% 28
2020
Q4 		$3.7M Sell
50,761
-677
-1% -$46.3K 0.82% 27
2020
Q3 		$3.27M Sell
51,438
-236
-0.5% -$15.1K 0.82% 29
2020
Q2 		$3.15M Sell
51,674
-3,296
-6% -$191K 0.83% 29
2020
Q1 		$2.94M Sell
54,970
-9,121
-14% -$579K 0.92% 29
2019
Q4 		$4.45M Buy
64,091
+5,788
+10% +$391K 1.13% 23
2019
Q3 		$3.8M Sell
58,303
-7,235
-11% -$466K 1.05% 28
2019
Q2 		$4.31M Sell
65,538
-5,533
-8% -$362K 1.22% 19
2019
Q1 		$4.61M Sell
71,071
-10,746
-13% -$677K 1.25% 19
2018
Q4 		$4.81M Sell
81,817
-17,698
-18% -$1.11M 1.42% 18
2018
Q3 		$6.77M Sell
99,515
-1,847
-2% -$125K 1.91% 13
2018
Q2 		$6.79M Sell
101,362
-1,255
-1% -$88K 2.12% 12
2018
Q1 		$7.15M Buy
102,617
+2,901
+3% +$207K 2.31% 11
2017
Q4 		$7.01M Buy
99,716
+1,531
+2% +$106K 2.31% 11
2017
Q3 		$6.72M Buy
98,185
+7,716
+9% +$516K 2.36% 11
2017
Q2 		$5.9M Buy
90,469
+6,601
+8% +$427K 2.17% 12
2017
Q1 		$5.24M Buy
83,868
+1,178
+1% +$71.2K 2.02% 13
2016
Q4 		$4.77M Buy
82,690
+3,636
+5% +$210K 1.97% 12
2016
Q3 		$4.67M Buy
79,054
+3,248
+4% +$188K 2.06% 13
2016
Q2 		$4.23M Buy
75,806
+1,524
+2% +$87.7K 1.99% 13
2016
Q1 		$4.25M Buy
74,282
+3,048
+4% +$168K 2.11% 13
2015
Q4 		$4.18M Sell
71,234
-3,515
-5% -$212K 2.18% 13
2015
Q3 		$4.29M Buy
74,749
+1,492
+2% +$92.1K 2.36% 11
2015
Q2 		$4.65M Buy
73,257
+2,300
+3% +$153K 2.41% 11
2015
Q1 		$4.55M Buy
70,957
+1,634
+2% +$103K 2.36% 12
2014
Q4 		$4.22M Sell
69,323
-6,820
-9% -$426K 2.3% 12
2014
Q3 		$4.88M Buy
76,143
+3,034
+4% +$202K 2.78% 11
2014
Q2 		$5M Buy
73,109
+2,049
+3% +$140K 2.8% 10
2014
Q1 		$4.78M Buy
71,060
+7,583
+12% +$501K 2.81% 10
2013
Q4 		$4.26M Buy
+63,477
New +$4.15M 2.83% 10

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Capital Advisors Ltd's EFA Position: Q2 2026 in Review

Capital Advisors Ltd increased its iShares MSCI EAFE ETF (EFA) stake by 3.8% in Q2 2026, buying an estimated $205K and bringing the position to 54,592 shares worth $5.67M. The position accounts for 0.57% of the portfolio, ranked #34.

Capital Advisors Ltd first reported a position in EFA in Q4 2013 and has held it in 51 quarters since. The position peaked at $7.15M in Q1 2018. 471 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Capital Advisors Ltd held 54,592 shares of iShares MSCI EAFE ETF worth $5.67M as of Q2 2026.
  • Capital Advisors Ltd bought 1,997 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $205K.
  • iShares MSCI EAFE ETF made up 0.57% of Capital Advisors Ltd's portfolio in Q2 2026, its #34 holding.
  • Capital Advisors Ltd first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's iShares MSCI EAFE ETF position peaked at $7.15M in Q1 2018.
  • 471 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.