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Capital Insight Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Capital Insight Partners’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
Q1 		– Sell
-2,359
Closed -$211K – 49
2025
Q4 		$211K Hold
2,359
– – 0.04% 131
2025
Q3 		$206K Buy
+2,359
New +$200K 0.03% 162

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Jones Financial Companies
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Capital Insight Partners's IEFA Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 2,359 shares — an estimated $211K sold.

Capital Insight Partners first reported a position in IEFA in Q3 2025 and held it in 2 quarters. The position peaked at $211K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Capital Insight Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 2,359 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $211K.
  • Capital Insight Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and held it in 2 quarters.
  • Capital Insight Partners's iShares Core MSCI EAFE ETF position peaked at $211K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.