CIAS
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Capital Investment Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Capital Investment Advisory 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 		$1.68M Buy
17,406
+8,410
+93% +$808K 0.1% 209
2026
Q1 		$814K Sell
8,996
-67,324
-88% -$6.28M 0.06% 299
2025
Q4 		$6.83M Buy
76,320
+954
+1% +$84.4K 0.48% 47
2025
Q3 		$6.58M Buy
75,366
+940
+1% +$79.9K 0.52% 43
2025
Q2 		$6.21M Sell
74,426
-3,549
-5% -$282K 0.51% 44
2025
Q1 		$5.9M Buy
77,975
+3,650
+5% +$273K 0.53% 43
2024
Q4 		$5.22M Sell
74,325
-742
-1% -$54.7K 0.5% 48
2024
Q3 		$5.86M Buy
75,067
+1,494
+2% +$112K 0.56% 40
2024
Q2 		$5.34M Buy
73,573
+345
+0.5% +$25.4K 0.55% 39
2024
Q1 		$5.43M Buy
73,228
+2,779
+4% +$198K 0.58% 30
2023
Q4 		$4.96M Buy
70,449
+967
+1% +$63.7K 0.46% 33
2023
Q3 		$4.47M Buy
69,482
+4,089
+6% +$274K 0.44% 35
2023
Q2 		$4.41M Buy
65,393
+7,197
+12% +$488K 0.44% 34
2023
Q1 		$3.89M Buy
58,196
+1,753
+3% +$115K 0.46% 40
2022
Q4 		$3.48M Buy
56,443
+203
+0.4% +$11.9K 0.41% 46
2022
Q3 		$2.96M Buy
56,240
+52,217
+1,298% +$3.07M 0.38% 51
2022
Q2 		$237K Buy
4,023
+386
+11% +$24.8K 0.03% 414
2022
Q1 		$253K Buy
3,637
+270
+8% +$19.1K 0.03% 423
2021
Q4 		$251K Buy
3,367
+800
+31% +$60.1K 0.03% 415
2021
Q3 		$191K Buy
2,567
+1,244
+94% +$94.6K 0.02% 453
2021
Q2 		$99K Buy
1,323
+133
+11% +$10K 0.01% 526
2021
Q1 		$86K Buy
1,190
+249
+26% +$17.8K 0.01% 491
2020
Q4 		$65K Buy
941
+149
+19% +$9.63K 0.01% 498
2020
Q3 		$48K Hold
792
– – 0.01% 453
2020
Q2 		$45K Sell
792
-235
-23% -$12.7K 0.01% 411
2020
Q1 		$51K Sell
1,027
-6,818
-87% -$406K 0.01% 381
2019
Q4 		$512K Buy
7,845
+1,424
+22% +$90.3K 0.14% 159
2019
Q3 		$392K Sell
6,421
-620
-9% -$37.4K 0.11% 178
2019
Q2 		$432K Buy
7,041
+1,972
+39% +$121K 0.13% 164
2019
Q1 		$308K Sell
5,069
-2,173
-30% -$128K 0.11% 165
2018
Q4 		$398K Sell
7,242
-321
-4% -$18.8K 0.17% 122
2018
Q3 		$485K Buy
7,563
+2,990
+65% +$191K 0.23% 107
2018
Q2 		$290K Buy
+4,573
New +$303K 0.15% 161

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Capital Investment Advisory Services's IEFA Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 93% in Q2 2026, buying an estimated $808K and bringing the position to 17,406 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #209.

Capital Investment Advisory Services first reported a position in IEFA in Q2 2018 and has held it in 33 quarters since. The position peaked at $6.83M in Q4 2025. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Capital Investment Advisory Services held 17,406 shares of iShares Core MSCI EAFE ETF worth $1.68M as of Q2 2026.
  • Capital Investment Advisory Services bought 8,410 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $808K.
  • iShares Core MSCI EAFE ETF made up 0.1% of Capital Investment Advisory Services's portfolio in Q2 2026, its #209 holding.
  • Capital Investment Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 33 quarters since.
  • Capital Investment Advisory Services's iShares Core MSCI EAFE ETF position peaked at $6.83M in Q4 2025.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.