CP
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
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% -$87.5K 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 		$2.79M 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

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 Planning's IEFA Position: Q2 2026 in Review

Capital Planning held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 6,950 shares worth $671K. The position accounts for 0.2% of the portfolio, ranked #49.

Capital Planning first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.79M in Q4 2021. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Capital Planning held 6,950 shares of iShares Core MSCI EAFE ETF worth $671K as of Q2 2026.
  • Capital Planning left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.2% of Capital Planning's portfolio in Q2 2026, its #49 holding.
  • Capital Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Capital Planning's iShares Core MSCI EAFE ETF position peaked at $2.79M in Q4 2021.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.