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Capital Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Capital Investment Advisors’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 		$1.06M Buy
10,947
+15
+0.1% +$1.5K 0.02% 328
2025
Q4 		$1.05M Sell
10,932
-520
-5% -$49.3K 0.02% 335
2025
Q3 		$1.07M Buy
11,452
+778
+7% +$70.7K 0.02% 328
2025
Q2 		$954K Sell
10,674
-752
-7% -$64.2K 0.02% 336
2025
Q1 		$934K Sell
11,426
-2,260
-17% -$182K 0.02% 329
2024
Q4 		$1.03M Buy
13,686
+1,462
+12% +$116K 0.02% 308
2024
Q3 		$1.02M Sell
12,224
-464
-4% -$37.3K 0.02% 297
2024
Q2 		$994K Sell
12,688
-2,789
-18% -$221K 0.02% 290
2024
Q1 		$1.24M Sell
15,477
-19,465
-56% -$1.49M 0.03% 262
2023
Q4 		$2.63M Sell
34,942
-950
-3% -$67.1K 0.07% 163
2023
Q3 		$2.47M Sell
35,892
-662
-2% -$47.4K 0.07% 164
2023
Q2 		$2.65M Buy
36,554
+242
+0.7% +$17.6K 0.08% 140
2023
Q1 		$2.6M Sell
36,312
-52
-0.1% -$3.64K 0.08% 148
2022
Q4 		$2.39M Sell
36,364
-1,107
-3% -$69.3K 0.07% 159
2022
Q3 		$2.1M Sell
37,471
-198
-0.5% -$12.3K 0.07% 164
2022
Q2 		$2.35M Sell
37,669
-975
-3% -$66.4K 0.08% 162
2022
Q1 		$2.84M Sell
38,644
-1,988
-5% -$149K 0.09% 153
2021
Q4 		$3.2M Sell
40,632
-343
-0.8% -$27.2K 0.1% 137
2021
Q3 		$3.2M Sell
40,975
-308
-0.7% -$24.6K 0.11% 138
2021
Q2 		$3.26M Buy
41,283
+1,043
+3% +$82.9K 0.11% 137
2021
Q1 		$3.05M Sell
40,240
-19
-0% -$1.43K 0.12% 133
2020
Q4 		$2.94M Sell
40,259
-195
-0.5% -$13.3K 0.12% 123
2020
Q3 		$2.58M Sell
40,454
-307
-0.8% -$19.6K 0.12% 122
2020
Q2 		$2.48M Sell
40,761
-271
-0.7% -$15.7K 0.13% 120
2020
Q1 		$2.19M Sell
41,032
-22,568
-35% -$1.43M 0.14% 120
2019
Q4 		$4.42M Sell
63,600
-1,495
-2% -$101K 0.21% 106
2019
Q3 		$4.25M Buy
65,095
+270
+0.4% +$17.4K 0.22% 107
2019
Q2 		$4.26M Sell
64,825
-1,099
-2% -$71.9K 0.23% 99
2019
Q1 		$4.28M Sell
65,924
-1,433
-2% -$90.3K 0.25% 94
2018
Q4 		$3.96M Sell
67,357
-1,385
-2% -$86.5K 0.26% 90
2018
Q3 		$4.67M Sell
68,742
-299
-0.4% -$20.2K 0.28% 81
2018
Q2 		$4.62M Sell
69,041
-330
-0.5% -$23.1K 0.29% 71
2018
Q1 		$4.83M Sell
69,371
-7,674
-10% -$547K 0.32% 70
2017
Q4 		$5.42M Sell
77,045
-2,085
-3% -$145K 0.35% 62
2017
Q3 		$5.42M Sell
79,130
-29,678
-27% -$1.98M 0.37% 63
2017
Q2 		$7.09M Buy
108,808
+254
+0.2% +$16.4K 0.51% 48
2017
Q1 		$6.76M Sell
108,554
-3,765
-3% -$228K 0.51% 45
2016
Q4 		$6.48M Sell
112,319
-24,259
-18% -$1.4M 0.55% 42
2016
Q3 		$8.08M Sell
136,578
-2,944
-2% -$171K 0.71% 35
2016
Q2 		$7.79M Sell
139,522
-22,753
-14% -$1.31M 0.73% 36
2016
Q1 		$9.28M Sell
162,275
-19,607
-11% -$1.08M 0.91% 28
2015
Q4 		$10.7M Sell
181,882
-8,207
-4% -$494K 1.1% 18
2015
Q3 		$10.9M Buy
190,089
+33,771
+22% +$2.08M 1.22% 19
2015
Q2 		$9.93M Buy
156,318
+6,515
+4% +$434K 1.07% 19
2015
Q1 		$9.61M Buy
149,803
+6,919
+5% +$436K 1.02% 21
2014
Q4 		$8.69M Buy
142,884
+10,967
+8% +$685K 0.96% 20
2014
Q3 		$8.46M Buy
131,917
+9,500
+8% +$634K 0.97% 22
2014
Q2 		$8.37M Buy
122,417
+12,873
+12% +$882K 0.96% 22
2014
Q1 		$7.36M Buy
109,544
+4,857
+5% +$321K 0.92% 23
2013
Q4 		$7.02M Buy
+104,687
New +$6.84M 0.93% 22

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Investment Advisors's EFA Position: Q1 2026 in Review

Capital Investment Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 0.14% in Q1 2026, buying an estimated $1.5K and bringing the position to 10,947 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #328.

Capital Investment Advisors first reported a position in EFA in Q4 2013 and has held it in 50 quarters since. The position peaked at $10.9M in Q3 2015. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Capital Investment Advisors held 10,947 shares of iShares MSCI EAFE ETF worth $1.06M as of Q1 2026.
  • Capital Investment Advisors bought 15 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $1.5K.
  • iShares MSCI EAFE ETF made up 0.02% of Capital Investment Advisors's portfolio in Q1 2026, its #328 holding.
  • Capital Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's iShares MSCI EAFE ETF position peaked at $10.9M in Q3 2015.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.