Capital Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.1M | Buy |
311,192
+483
| +0.2% | +$46.4K | 0.4% | 66 |
|
|
2026
Q1 | $28.1M | Sell |
310,709
-8,699
| -3% | -$812K | 0.41% | 64 |
|
|
2025
Q4 | $28.6M | Buy |
319,408
+280,273
| +716% | +$24.8M | 0.44% | 63 |
|
|
2025
Q3 | $3.42M | Buy |
39,135
+3,572
| +10% | +$304K | 0.06% | 170 |
|
|
2025
Q2 | $2.97M | Buy |
35,563
+3,289
| +10% | +$261K | 0.05% | 178 |
|
|
2025
Q1 | $2.44M | Buy |
32,274
+3,112
| +11% | +$233K | 0.05% | 195 |
|
|
2024
Q4 | $2.05M | Buy |
29,162
+7,452
| +34% | +$550K | 0.04% | 203 |
|
|
2024
Q3 | $1.69M | Sell |
21,710
-463
| -2% | -$34.7K | 0.03% | 230 |
|
|
2024
Q2 | $1.61M | Buy |
22,173
+22
| +0.1% | +$1.62K | 0.04% | 221 |
|
|
2024
Q1 | $1.64M | Buy |
22,151
+852
| +4% | +$60.6K | 0.04% | 217 |
|
|
2023
Q4 | $1.5M | Sell |
21,299
-2,094
| -9% | -$138K | 0.04% | 226 |
|
|
2023
Q3 | $1.51M | Sell |
23,393
-2,058
| -8% | -$138K | 0.04% | 215 |
|
|
2023
Q2 | $1.72M | Buy |
25,451
+3,709
| +17% | +$252K | 0.05% | 181 |
|
|
2023
Q1 | $1.45M | Sell |
21,742
-123
| -0.6% | -$8.06K | 0.04% | 200 |
|
|
2022
Q4 | $1.35M | Sell |
21,865
-241
| -1% | -$14.2K | 0.04% | 210 |
|
|
2022
Q3 | $1.16M | Sell |
22,106
-1,210
| -5% | -$71.1K | 0.04% | 232 |
|
|
2022
Q2 | $1.37M | Buy |
23,316
+793
| +4% | +$50.9K | 0.05% | 220 |
|
|
2022
Q1 | $1.57M | Sell |
22,523
-184
| -0.8% | -$13K | 0.05% | 219 |
|
|
2021
Q4 | $1.7M | Sell |
22,707
-63
| -0.3% | -$4.74K | 0.05% | 213 |
|
|
2021
Q3 | $1.69M | Sell |
22,770
-1,194
| -5% | -$90.8K | 0.06% | 204 |
|
|
2021
Q2 | $1.79M | Sell |
23,964
-78
| -0.3% | -$5.89K | 0.06% | 195 |
|
|
2021
Q1 | $1.73M | Sell |
24,042
-1,067
| -4% | -$76.3K | 0.07% | 188 |
|
|
2020
Q4 | $1.74M | Sell |
25,109
-320
| -1% | -$20.7K | 0.07% | 177 |
|
|
2020
Q3 | $1.53M | Sell |
25,429
-1,759
| -6% | -$106K | 0.07% | 177 |
|
|
2020
Q2 | $1.55M | Sell |
27,188
-861
| -3% | -$46.7K | 0.08% | 161 |
|
|
2020
Q1 | $1.4M | Sell |
28,049
-1,251
| -4% | -$74.4K | 0.09% | 159 |
|
|
2019
Q4 | $1.91M | Sell |
29,300
-98
| -0.3% | -$6.22K | 0.09% | 163 |
|
|
2019
Q3 | $1.79M | Buy |
29,398
+2,934
| +11% | +$177K | 0.09% | 160 |
|
|
2019
Q2 | $1.63M | Buy |
26,464
+502
| +2% | +$30.8K | 0.09% | 162 |
|
|
2019
Q1 | $1.58M | Sell |
25,962
-227
| -0.9% | -$13.4K | 0.09% | 165 |
|
|
2018
Q4 | $1.44M | Sell |
26,189
-3,706
| -12% | -$217K | 0.1% | 167 |
|
|
2018
Q3 | $1.92M | Sell |
29,895
-735
| -2% | -$46.9K | 0.11% | 145 |
|
|
2018
Q2 | $1.94M | Sell |
30,630
-986
| -3% | -$65.3K | 0.12% | 140 |
|
|
2018
Q1 | $2.08M | Buy |
31,616
+702
| +2% | +$47.2K | 0.14% | 135 |
|
|
2017
Q4 | $2.04M | Sell |
30,914
-799
| -3% | -$52.1K | 0.13% | 143 |
|
|
2017
Q3 | $2.04M | Buy |
+31,713
| New | +$1.98M | 0.14% | 141 |
|
Other funds holding IEFA
Capital Investment Advisors's IEFA Position: Q2 2026 in Review
Capital Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.16% in Q2 2026, buying an estimated $46.4K and bringing the position to 311,192 shares worth $30.1M. The position accounts for 0.4% of the portfolio, ranked #66.
Capital Investment Advisors first reported a position in IEFA in Q3 2017 and has held it in 36 quarters since. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Capital Investment Advisors held 311,192 shares of iShares Core MSCI EAFE ETF worth $30.1M as of Q2 2026.
- Capital Investment Advisors bought 483 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $46.4K.
- iShares Core MSCI EAFE ETF made up 0.4% of Capital Investment Advisors's portfolio in Q2 2026, its #66 holding.
- Capital Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 36 quarters since.
- 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.