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

Capital Performance 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 Q2	$289K	Buy	2,781 +283	+11%	+$29.1K	0.02%	231
2026 Q1	$243K	Sell	2,498 -3,668	-59%	-$367K	0.02%	382
2025 Q4	$592K	Buy	6,166 +2,599	+73%	+$247K	0.04%	192
2025 Q3	$333K	Buy	3,567 +343	+11%	+$31.2K	0.05%	195
2025 Q2	$288K	Sell	3,224 -119	-4%	-$10.2K	0.06%	166
2025 Q1	$273K	Hold	3,343	–	–	0.06%	174
2024 Q4	$253K	Sell	3,343 -14	-0.4%	-$1.11K	0.08%	113
2024 Q3	$281K	Buy	3,357 +133	+4%	+$10.7K	0.09%	83
2024 Q2	$253K	Hold	3,224	–	–	0.1%	77
2024 Q1	$257K	Hold	3,224	–	–	0.1%	72
2023 Q4	$243K	Sell	3,224 -3	-0.1%	-$212	0.11%	62
2023 Q3	$222K	Hold	3,227	–	–	0.11%	50
2023 Q2	$234K	Hold	3,227	–	–	0.12%	49
2023 Q1	$231K	Hold	3,227	–	–	0.12%	43
2022 Q4	$212K	Sell	3,227 -450	-12%	-$28.2K	0.12%	44
2022 Q3	$206K	Buy	3,677 +192	+6%	+$12K	0.13%	40
2022 Q2	$218K	Hold	3,485	–	–	0.13%	40
2022 Q1	$256K	Hold	3,485	–	–	0.15%	40
2021 Q4	$260K	Buy	+3,485	New	+$276K	0.16%	39

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Capital Performance Advisors's EFA Position: Q2 2026 in Review

Capital Performance Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 11% in Q2 2026, buying an estimated $29.1K and bringing the position to 2,781 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #231.

Capital Performance Advisors first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $592K in Q4 2025. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Capital Performance Advisors held 2,781 shares of iShares MSCI EAFE ETF worth $289K as of Q2 2026.
Capital Performance Advisors bought 283 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $29.1K.
iShares MSCI EAFE ETF made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #231 holding.
Capital Performance Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Capital Performance Advisors's iShares MSCI EAFE ETF position peaked at $592K in Q4 2025.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.