CIM
IEFA icon

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

Capital Investment Management’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 		$1.9M Buy
19,710
+38
+0.2% +$3.65K 0.58% 42
2026
Q1 		$1.78M Buy
19,672
+4,435
+29% +$414K 0.61% 43
2025
Q4 		$1.36M Buy
+15,237
New +$1.35M 0.48% 46

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 Management's IEFA Position: Q2 2026 in Review

Capital Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.19% in Q2 2026, buying an estimated $3.65K and bringing the position to 19,710 shares worth $1.9M. The position accounts for 0.58% of the portfolio, ranked #42.

Capital Investment Management first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Capital Investment Management held 19,710 shares of iShares Core MSCI EAFE ETF worth $1.9M as of Q2 2026.
  • Capital Investment Management bought 38 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.65K.
  • iShares Core MSCI EAFE ETF made up 0.58% of Capital Investment Management's portfolio in Q2 2026, its #42 holding.
  • Capital Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.