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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Capital Advisors Wealth Management's IEFA Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8% in Q2 2026, buying an estimated $113K and bringing the position to 15,983 shares worth $1.54M. The position accounts for 0.18% of the portfolio, ranked #77.

Capital Advisors Wealth Management first reported a position in IEFA in Q3 2023 and has held it in 12 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Capital Advisors Wealth Management held 15,983 shares of iShares Core MSCI EAFE ETF worth $1.54M as of Q2 2026.
Capital Advisors Wealth Management bought 1,178 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $113K.
iShares Core MSCI EAFE ETF made up 0.18% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #77 holding.
Capital Advisors Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.