Capital Group Private Client Services’s iShares MSCI EAFE ETF EFA Stock Holding History

Capital Group Private Client Services’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 Q1	$2.94M	Sell	30,286 -12,106	-29%	-$1.21M	0.05%	137
2025 Q4	$4.07M	Buy	42,392 +5,824	+16%	+$552K	0.06%	136
2025 Q3	$3.41M	Buy	36,568 +973	+3%	+$88.5K	0.06%	148
2025 Q2	$3.18M	Sell	35,595 -3,273	-8%	-$279K	0.03%	196
2025 Q1	$3.18M	Sell	38,868 -251,819	-87%	-$20.3M	0.03%	189
2024 Q4	$22M	Buy	290,687 +252,124	+654%	+$20M	0.2%	109
2024 Q3	$3.22M	Buy	38,563 +6,444	+20%	+$518K	0.03%	189
2024 Q2	$2.52M	Buy	32,119 +934	+3%	+$74K	0.03%	193
2024 Q1	$2.49M	Sell	31,185 -304,200	-91%	-$23.3M	0.03%	194
2023 Q4	$25.3M	Buy	335,385 +290,386	+645%	+$20.5M	0.26%	98
2023 Q3	$3.1M	Buy	44,999 +15,226	+51%	+$1.09M	0.04%	165
2023 Q2	$2.16M	Buy	29,773 +5,229	+21%	+$380K	0.03%	177
2023 Q1	$1.76M	Sell	24,544 -121,614	-83%	-$8.51M	0.02%	180
2022 Q4	$9.59M	Buy	146,158 +86,786	+146%	+$5.44M	0.12%	137
2022 Q3	$3.33M	Buy	59,372 +37,725	+174%	+$2.35M	0.05%	164
2022 Q2	$1.35M	Sell	21,647 -8,466	-28%	-$576K	0.02%	187
2022 Q1	$2.22M	Sell	30,113 -8,045	-21%	-$602K	0.02%	184
2021 Q4	$3M	Buy	38,158 +27,307	+252%	+$2.16M	0.03%	165
2021 Q3	$846K	Buy	+10,851	New	+$868K	0.01%	183

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Group Private Client Services's EFA Position: Q1 2026 in Review

Capital Group Private Client Services reduced its iShares MSCI EAFE ETF (EFA) stake by 29% in Q1 2026, selling an estimated $1.21M and leaving 30,286 shares worth $2.94M. The position accounts for 0.05% of the portfolio, ranked #137.

Capital Group Private Client Services first reported a position in EFA in Q3 2021 and has held it in 19 quarters since. The position peaked at $25.3M in Q4 2023. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Capital Group Private Client Services held 30,286 shares of iShares MSCI EAFE ETF worth $2.94M as of Q1 2026.
Capital Group Private Client Services sold 12,106 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.21M.
iShares MSCI EAFE ETF made up 0.05% of Capital Group Private Client Services's portfolio in Q1 2026, its #137 holding.
Capital Group Private Client Services first reported a position in iShares MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
Capital Group Private Client Services's iShares MSCI EAFE ETF position peaked at $25.3M in Q4 2023.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.