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

Capital Wealth Planning’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 Q2	$9.14M	Buy	88,022 +1,464	+2%	+$151K	0.05%	103
2026 Q1	$8.41M	Buy	86,558 +3,350	+4%	+$335K	0.05%	96
2025 Q4	$7.99M	Buy	83,208 +3,743	+5%	+$355K	0.05%	79
2025 Q3	$7.42M	Buy	79,465 +16,938	+27%	+$1.54M	0.05%	63
2025 Q2	$5.59M	Buy	62,527 +24,944	+66%	+$2.13M	0.04%	60
2025 Q1	$3.07M	Buy	+37,583	New	+$3.03M	0.03%	64
2020 Q1	–	Sell	-4,916	Closed	-$341K	–	244
2019 Q4	$341K	Buy	4,916 +674	+16%	+$45.5K	0.02%	140
2019 Q3	$284K	Buy	4,242 +39	+0.9%	+$2.51K	0.02%	191
2019 Q2	$276K	Buy	+4,203	New	+$275K	0.02%	190
2018 Q2	–	Sell	-5,842	Closed	-$408K	–	94
2018 Q1	$408K	Buy	+5,842	New	+$417K	0.28%	48

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Capital Wealth Planning's EFA Position: Q2 2026 in Review

Capital Wealth Planning increased its iShares MSCI EAFE ETF (EFA) stake by 1.7% in Q2 2026, buying an estimated $151K and bringing the position to 88,022 shares worth $9.14M. The position accounts for 0.05% of the portfolio, ranked #103.

Capital Wealth Planning first reported a position in EFA in Q1 2018 and has held it in 10 quarters since. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Capital Wealth Planning held 88,022 shares of iShares MSCI EAFE ETF worth $9.14M as of Q2 2026.
Capital Wealth Planning bought 1,464 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $151K.
iShares MSCI EAFE ETF made up 0.05% of Capital Wealth Planning's portfolio in Q2 2026, its #103 holding.
Capital Wealth Planning first reported a position in iShares MSCI EAFE ETF in Q1 2018 and has held it in 10 quarters since.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.