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

Capital Performance 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 Q2	$51.2M	Buy	529,634 +33,514	+7%	+$3.22M	3.3%	8
2026 Q1	$44.9M	Buy	496,120 +16,611	+3%	+$1.55M	3%	9
2025 Q4	$42.9M	Buy	479,509 +328,461	+217%	+$29M	3.04%	8
2025 Q3	$13.2M	Buy	151,048 +33,058	+28%	+$2.81M	2.17%	10
2025 Q2	$9.85M	Buy	117,990 +29,629	+34%	+$2.35M	1.93%	12
2025 Q1	$6.68M	Buy	+88,361	New	+$6.61M	1.47%	13
2024 Q4	–	Sell	-60	Closed	-$4.68K	–	1324
2024 Q3	$4.68K	Buy	+60	New	+$4.49K	﹤0.01%	1137

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Capital Performance Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.8% in Q2 2026, buying an estimated $3.22M and bringing the position to 529,634 shares worth $51.2M. The position accounts for 3.3% of the portfolio, ranked #8.

Capital Performance Advisors first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Capital Performance Advisors held 529,634 shares of iShares Core MSCI EAFE ETF worth $51.2M as of Q2 2026.
Capital Performance Advisors bought 33,514 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.22M.
iShares Core MSCI EAFE ETF made up 3.3% of Capital Performance Advisors's portfolio in Q2 2026, its #8 holding.
Capital Performance Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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