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

Capital Advisors Ltd’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 		$3.25M Buy
33,683
+125
+0.4% +$12K 0.33% 52
2026
Q1 		$3.04M Buy
33,558
+884
+3% +$82.5K 0.35% 47
2025
Q4 		$2.92M Buy
32,674
+523
+2% +$46.2K 0.33% 48
2025
Q3 		$2.81M Buy
32,151
+1,271
+4% +$108K 0.32% 47
2025
Q2 		$2.58M Buy
30,880
+1,430
+5% +$113K 0.32% 47
2025
Q1 		$2.23M Buy
29,450
+762
+3% +$57K 0.29% 53
2024
Q4 		$2.02M Sell
28,688
-350
-1% -$25.8K 0.25% 60
2024
Q3 		$2.27M Sell
29,038
-1,471
-5% -$110K 0.28% 52
2024
Q2 		$2.22M Buy
30,509
+66
+0.2% +$4.86K 0.29% 55
2024
Q1 		$2.26M Buy
30,443
+386
+1% +$27.5K 0.29% 54
2023
Q4 		$2.11M Buy
30,057
+623
+2% +$41.1K 0.3% 54
2023
Q3 		$1.89M Buy
29,434
+528
+2% +$35.4K 0.29% 54
2023
Q2 		$1.95M Buy
28,906
+1,648
+6% +$112K 0.29% 55
2023
Q1 		$1.82M Buy
27,258
+647
+2% +$42.4K 0.3% 55
2022
Q4 		$1.64M Sell
26,611
-832
-3% -$49K 0.28% 61
2022
Q3 		$1.45M Sell
27,443
-1,069
-4% -$62.9K 0.28% 61
2022
Q2 		$1.68M Buy
28,512
+3,202
+13% +$205K 0.31% 56
2022
Q1 		$1.76M Sell
25,310
-3,627
-13% -$257K 0.29% 59
2021
Q4 		$2.16M Buy
28,937
+3,465
+14% +$260K 0.35% 49
2021
Q3 		$1.89M Buy
25,472
+328
+1% +$25K 0.34% 50
2021
Q2 		$1.88M Buy
25,144
+223
+0.9% +$16.8K 0.34% 50
2021
Q1 		$1.8M Buy
24,921
+1,047
+4% +$74.8K 0.33% 50
2020
Q4 		$1.65M Buy
23,874
+1,042
+5% +$67.4K 0.36% 52
2020
Q3 		$1.38M Sell
22,832
-1,000
-4% -$60.3K 0.34% 52
2020
Q2 		$1.36M Sell
23,832
-140
-0.6% -$7.59K 0.36% 54
2020
Q1 		$1.2M Buy
23,972
+3,295
+16% +$196K 0.37% 47
2019
Q4 		$1.35M Sell
20,677
-1,019
-5% -$64.6K 0.34% 50
2019
Q3 		$1.31M Buy
21,696
+27
+0.1% +$1.63K 0.36% 56
2019
Q2 		$1.33M Buy
21,669
+1,283
+6% +$78.6K 0.38% 49
2019
Q1 		$1.24M Buy
20,386
+6,838
+50% +$404K 0.34% 51
2018
Q4 		$745K Sell
13,548
-817
-6% -$47.9K 0.22% 70
2018
Q3 		$920K Sell
14,365
-1,241
-8% -$79.1K 0.26% 58
2018
Q2 		$989K Buy
15,606
+3,041
+24% +$201K 0.31% 49
2018
Q1 		$828K Buy
12,565
+8,245
+191% +$554K 0.27% 58
2017
Q4 		$286K Buy
4,320
+2,388
+124% +$156K 0.09% 100
2017
Q3 		$124K Buy
+1,932
New +$121K 0.04% 153

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Capital Advisors Ltd increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.37% in Q2 2026, buying an estimated $12K and bringing the position to 33,683 shares worth $3.25M. The position accounts for 0.33% of the portfolio, ranked #52.

Capital Advisors Ltd first reported a position in IEFA in Q3 2017 and has held it in 36 quarters since. 713 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Capital Advisors Ltd held 33,683 shares of iShares Core MSCI EAFE ETF worth $3.25M as of Q2 2026.
  • Capital Advisors Ltd bought 125 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12K.
  • iShares Core MSCI EAFE ETF made up 0.33% of Capital Advisors Ltd's portfolio in Q2 2026, its #52 holding.
  • Capital Advisors Ltd first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 36 quarters since.
  • 713 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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