Capital Planning
IEFA icon

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

Capital Planning’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
Q3 		$474K Sell
4,892
-2,058
-30% -$203K 0.13% 59
2026
Q2 		$671K Hold
6,950
– – 0.2% 49
2026
Q1 		$629K Sell
6,950
-2,119
-23% -$198K 0.2% 46
2025
Q4 		$819K Buy
9,069
+3,910
+76% +$346K 0.23% 46
2025
Q3 		$450K Hold
5,159
– – 0.13% 55
2025
Q2 		$431K Sell
5,159
-15,486
-75% -$1.23M 0.14% 51
2025
Q1 		$1.56M Buy
20,645
+4,885
+31% +$365K 0.44% 40
2024
Q4 		$1.11M Buy
15,760
+1
+0% +$74 0.29% 45
2024
Q3 		$1.23M Buy
15,759
+848
+6% +$63.5K 0.34% 39
2024
Q2 		$1.08M Sell
14,911
-75
-0.5% -$5.52K 0.32% 40
2024
Q1 		$1.11M Sell
14,986
-1,773
-11% -$126K 0.36% 39
2023
Q4 		$1.18M Sell
16,759
-12,485
-43% -$823K 0.42% 40
2023
Q3 		$1.88M Sell
29,244
-559
-2% -$37.4K 0.74% 29
2023
Q2 		$2.01M Sell
29,803
-1,291
-4% -$87.6K 0.78% 29
2023
Q1 		$2.08M Sell
31,094
-114
-0.4% -$7.47K 0.86% 29
2022
Q4 		$1.92M Buy
31,208
+1,743
+6% +$103K 0.86% 31
2022
Q3 		$1.55M Buy
29,465
+7,492
+34% +$441K 0.88% 24
2022
Q2 		$1.29M Buy
21,973
+3,019
+16% +$194K 0.7% 29
2022
Q1 		$1.32M Sell
18,954
-18,364
-49% -$1.3M 0.51% 31
2021
Q4 		$2.79M Sell
37,318
-197
-0.5% -$14.8K 1.03% 29
2021
Q3 		$2.78M Buy
37,515
+877
+2% +$66.7K 1.14% 25
2021
Q2 		$2.74M Buy
36,638
+448
+1% +$33.8K 1.17% 25
2021
Q1 		$2.61M Buy
36,190
+1,937
+6% +$138K 1.15% 26
2020
Q4 		$2.37M Buy
+34,253
New +$2.21M 1.11% 28

Other funds holding IEFA

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Capital Planning's IEFA Position: Q3 2026 in Review

Capital Planning reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 30% in Q3 2026, selling an estimated $203K and leaving 4,892 shares worth $474K. The position accounts for 0.13% of the portfolio, ranked #59.

Capital Planning first reported a position in IEFA in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.79M in Q4 2021. 1,145 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Capital Planning held 4,892 shares of iShares Core MSCI EAFE ETF worth $474K as of Q3 2026.
  • Capital Planning sold 2,058 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $203K.
  • iShares Core MSCI EAFE ETF made up 0.13% of Capital Planning's portfolio in Q3 2026, its #59 holding.
  • Capital Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 24 quarters since.
  • Capital Planning's iShares Core MSCI EAFE ETF position peaked at $2.79M in Q4 2021.
  • 1,145 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.