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

Capital Group Private Client Services’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	$1.45M	Buy	15,017 +2,576	+21%	+$247K	0.02%	186
2026 Q1	$1.13M	Buy	12,441 +2,589	+26%	+$242K	0.02%	184
2025 Q4	$881K	Buy	9,852 +415	+4%	+$36.7K	0.01%	207
2025 Q3	$824K	Sell	9,437 -599	-6%	-$50.9K	0.01%	216
2025 Q2	$838K	Buy	10,036 +2,957	+42%	+$235K	0.01%	240
2025 Q1	$536K	Buy	7,079 +43	+0.6%	+$3.21K	0.01%	247
2024 Q4	$495K	Buy	7,036 +111	+2%	+$8.19K	﹤0.01%	247
2024 Q3	$540K	Buy	6,925 +294	+4%	+$22K	0.01%	240
2024 Q2	$482K	Buy	6,631 +118	+2%	+$8.68K	﹤0.01%	245
2024 Q1	$483K	Buy	6,513 +32	+0.5%	+$2.28K	﹤0.01%	237
2023 Q4	$456K	Buy	6,481 +89	+1%	+$5.87K	﹤0.01%	234
2023 Q3	$411K	Sell	6,392 -14	-0.2%	-$937	0.01%	223
2023 Q2	$432K	Buy	6,406 +2,394	+60%	+$162K	0.01%	217
2023 Q1	$268K	Buy	4,012 +98	+3%	+$6.42K	﹤0.01%	231
2022 Q4	$241K	Sell	3,914 -25	-0.6%	-$1.47K	﹤0.01%	230
2022 Q3	$207K	Buy	+3,939	New	+$232K	﹤0.01%	233

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 Group Private Client Services's IEFA Position: Q2 2026 in Review

Capital Group Private Client Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 21% in Q2 2026, buying an estimated $247K and bringing the position to 15,017 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #186.

Capital Group Private Client Services first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Capital Group Private Client Services held 15,017 shares of iShares Core MSCI EAFE ETF worth $1.45M as of Q2 2026.
Capital Group Private Client Services bought 2,576 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $247K.
iShares Core MSCI EAFE ETF made up 0.02% of Capital Group Private Client Services's portfolio in Q2 2026, its #186 holding.
Capital Group Private Client Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.