CAWM
IEFA icon

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

Capital Advisors 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
2026
Q3 		$1.76M Buy
18,160
+2,177
+14% +$215K 0.2% 74
2026
Q2 		$1.54M Buy
15,983
+1,178
+8% +$113K 0.18% 77
2026
Q1 		$1.34M Buy
14,805
+2,163
+17% +$202K 0.18% 79
2025
Q4 		$1.13M Buy
12,642
+2,455
+24% +$217K 0.15% 79
2025
Q3 		$889K Buy
10,187
+7,306
+254% +$621K 0.13% 84
2025
Q2 		$241K Sell
2,881
-13
-0.4% -$1.03K 0.04% 175
2025
Q1 		$219K Buy
2,894
+14
+0.5% +$1.05K 0.04% 167
2024
Q4 		$202K Sell
2,880
-241
-8% -$17.8K 0.04% 171
2024
Q3 		$244K Sell
3,121
-50
-2% -$3.74K 0.04% 150
2024
Q2 		$230K Hold
3,171
– – 0.05% 140
2024
Q1 		$235K Sell
3,171
-500
-14% -$35.6K 0.05% 132
2023
Q4 		$258K Hold
3,671
– – 0.06% 120
2023
Q3 		$236K Buy
+3,671
New +$246K 0.06% 114

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Capital Advisors Wealth Management's IEFA Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q3 2026, buying an estimated $215K and bringing the position to 18,160 shares worth $1.76M. The position accounts for 0.2% of the portfolio, ranked #74.

Capital Advisors Wealth Management first reported a position in IEFA in Q3 2023 and has held it in 13 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Capital Advisors Wealth Management held 18,160 shares of iShares Core MSCI EAFE ETF worth $1.76M as of Q3 2026.
  • Capital Advisors Wealth Management bought 2,177 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $215K.
  • iShares Core MSCI EAFE ETF made up 0.2% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Capital Advisors Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 13 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.