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

Capital Square’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 Q1	$357K	Buy	3,757 +741	+25%	+$69.2K	0.16%	141
2025 Q4	$270K	Buy	3,016 +585	+24%	+$51.7K	0.14%	161
2025 Q3	$212K	Buy	+2,431	New	+$207K	0.11%	184
2023 Q1	–	Sell	-4,349	Closed	-$268K	–	151
2022 Q4	$268K	Sell	4,349 -617	-12%	-$36.3K	0.24%	107
2022 Q3	$261K	Buy	+4,966	New	+$292K	0.24%	102
2022 Q1	–	Sell	-13,691	Closed	-$1.02M	–	162
2021 Q4	$1.02M	Buy	13,691 +602	+5%	+$45.2K	0.71%	47
2021 Q3	$973K	Buy	13,089 +204	+2%	+$15.5K	0.69%	49
2021 Q2	$962K	Buy	12,885 +283	+2%	+$21.4K	0.71%	47
2021 Q1	$935K	Sell	12,602 -60	-0.5%	-$4.29K	0.7%	47
2020 Q4	$874K	Sell	12,662 -439	-3%	-$28.4K	0.73%	45
2020 Q3	$789K	Sell	13,101 -369	-3%	-$22.3K	0.82%	37
2020 Q2	$769K	Sell	13,470 -3,192	-19%	-$173K	0.82%	36
2020 Q1	$831K	Buy	16,662 +1,273	+8%	+$75.8K	0.97%	25
2019 Q4	$1M	Buy	+15,389	New	+$976K	0.96%	28

Other funds holding IEFA

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Capital Square's IEFA Position: Q1 2026 in Review

Capital Square increased its iShares Core MSCI EAFE ETF (IEFA) stake by 25% in Q1 2026, buying an estimated $69.2K and bringing the position to 3,757 shares worth $357K. The position accounts for 0.16% of the portfolio, ranked #141.

Capital Square first reported a position in IEFA in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2021. 2,399 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Capital Square held 3,757 shares of iShares Core MSCI EAFE ETF worth $357K as of Q1 2026.
Capital Square bought 741 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $69.2K.
iShares Core MSCI EAFE ETF made up 0.16% of Capital Square's portfolio in Q1 2026, its #141 holding.
Capital Square first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 14 quarters since.
Capital Square's iShares Core MSCI EAFE ETF position peaked at $1.02M in Q4 2021.
2,399 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.