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

Capital Planning 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 Q1	$1.03M	Hold	10,650	–	–	0.15%	78
2025 Q4	$1.02M	Hold	10,650	–	–	0.14%	90
2025 Q3	$994K	Sell	10,650 -801	-7%	-$72.8K	0.14%	90
2025 Q2	$1.02M	Buy	11,451 +364	+3%	+$31.1K	0.15%	76
2025 Q1	$906K	Sell	11,087 -928	-8%	-$74.8K	0.14%	78
2024 Q4	$908K	Hold	12,015	–	–	0.14%	82
2024 Q3	$1M	Hold	12,015	–	–	0.15%	75
2024 Q2	$941K	Hold	12,015	–	–	0.16%	77
2024 Q1	$960K	Buy	12,015 +13	+0.1%	+$994	0.17%	73
2023 Q4	$904K	Sell	12,002 -258	-2%	-$18.2K	0.17%	75
2023 Q3	$845K	Sell	12,260 -492	-4%	-$35.2K	0.18%	70
2023 Q2	$925K	Buy	12,752 +2,591	+25%	+$188K	0.19%	73
2023 Q1	$727K	Buy	+10,161	New	+$711K	0.15%	74
2020 Q1	–	Sell	-3,176	Closed	-$221K	–	114
2019 Q4	$221K	Sell	3,176 -526	-14%	-$35.5K	0.06%	118
2019 Q3	$241K	Sell	3,702 -218	-6%	-$14K	0.07%	112
2019 Q2	$258K	Sell	3,920 -4,759	-55%	-$311K	0.08%	106
2019 Q1	$563K	Buy	8,679 +4,760	+121%	+$300K	0.17%	83
2018 Q4	$230K	Buy	+3,919	New	+$245K	0.08%	106
2018 Q1	–	Sell	-5,420	Closed	-$381K	–	119
2017 Q4	$381K	Buy	5,420 +47	+0.9%	+$3.27K	0.13%	103
2017 Q3	$368K	Buy	5,373 +229	+4%	+$15.3K	0.14%	100
2017 Q2	$335K	Hold	5,144	–	–	0.15%	97
2017 Q1	$320K	Buy	+5,144	New	+$311K	0.16%	92

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Planning Advisors's EFA Position: Q1 2026 in Review

Capital Planning Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 10,650 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #78.

Capital Planning Advisors first reported a position in EFA in Q1 2017 and has held it in 22 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Capital Planning Advisors held 10,650 shares of iShares MSCI EAFE ETF worth $1.03M as of Q1 2026.
Capital Planning Advisors left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.15% of Capital Planning Advisors's portfolio in Q1 2026, its #78 holding.
Capital Planning Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2017 and has held it in 22 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.