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 Q3	$437K	Buy	4,513 +452	+11%	+$44.6K	0.19%	118
2026 Q2	$395K	Buy	4,061 +304	+8%	+$29.2K	0.17%	130
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Capital Square's IEFA Position: Q3 2026 in Review

Capital Square increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q3 2026, buying an estimated $44.6K and bringing the position to 4,513 shares worth $437K. The position accounts for 0.19% of the portfolio, ranked #118.

Capital Square first reported a position in IEFA in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.02M in Q4 2021. 1,035 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

Capital Square held 4,513 shares of iShares Core MSCI EAFE ETF worth $437K as of Q3 2026.
Capital Square bought 452 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $44.6K.
iShares Core MSCI EAFE ETF made up 0.19% of Capital Square's portfolio in Q3 2026, its #118 holding.
Capital Square first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 16 quarters since.
Capital Square's iShares Core MSCI EAFE ETF position peaked at $1.02M in Q4 2021.
1,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.