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

Capital Investment Advisors’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 		$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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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 Investment Advisors's IEFA Position: Q1 2026 in Review

Capital Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.7% in Q1 2026, selling an estimated $812K and leaving 310,709 shares worth $28.1M. The position accounts for 0.41% of the portfolio, ranked #64.

Capital Investment Advisors first reported a position in IEFA in Q3 2017 and has held it in 35 quarters since. The position peaked at $28.6M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Capital Investment Advisors held 310,709 shares of iShares Core MSCI EAFE ETF worth $28.1M as of Q1 2026.
  • Capital Investment Advisors sold 8,699 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $812K.
  • iShares Core MSCI EAFE ETF made up 0.41% of Capital Investment Advisors's portfolio in Q1 2026, its #64 holding.
  • Capital Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 35 quarters since.
  • Capital Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $28.6M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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