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Caprock Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Caprock Group’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 		$21.9M Buy
227,073
+42,464
+23% +$4.08M 0.42% 39
2026
Q1 		$16.7M Sell
184,609
-2,152
-1% -$201K 0.41% 39
2025
Q4 		$16.7M Sell
186,761
-25,335
-12% -$2.24M 0.35% 46
2025
Q3 		$18.1M Buy
+212,096
New +$18M 0.45% 36
2025
Q1 		$15.6M Buy
206,050
+63,090
+44% +$4.72M 0.48% 33
2024
Q4 		$10M Buy
142,960
+25,472
+22% +$1.88M 0.33% 53
2024
Q3 		$9.17M Buy
117,488
+99,422
+550% +$7.44M 0.33% 53
2024
Q2 		$1.31M Buy
18,066
+5,898
+48% +$434K 0.05% 305
2024
Q1 		$903K Buy
12,168
+9,280
+321% +$661K 0.05% 262
2023
Q4 		$203K Buy
+2,888
New +$190K 0.01% 644
2023
Q3 		– Sell
-3,086
Closed -$208K – 672
2023
Q2 		$208K Sell
3,086
-1,472
-32% -$99.8K 0.02% 607
2023
Q1 		$305K Buy
4,558
+150
+3% +$9.83K 0.02% 487
2022
Q4 		$272K Sell
4,408
-736
-14% -$43.3K 0.03% 428
2022
Q3 		$271K Buy
5,144
+185
+4% +$10.9K 0.03% 430
2022
Q2 		$292K Buy
4,959
+9
+0.2% +$577 0.03% 383
2022
Q1 		$344K Buy
4,950
+1,154
+30% +$81.6K 0.03% 373
2021
Q4 		$284K Sell
3,796
-447
-11% -$33.6K 0.02% 445
2021
Q3 		$315K Buy
4,243
+447
+12% +$34K 0.03% 358
2021
Q2 		$284K Hold
3,796
– – 0.03% 388
2021
Q1 		$274K Buy
3,796
+351
+10% +$25.1K 0.03% 361
2020
Q4 		$238K Buy
+3,445
New +$223K 0.03% 396

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Caprock Group's IEFA Position: Q2 2026 in Review

Caprock Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 23% in Q2 2026, buying an estimated $4.08M and bringing the position to 227,073 shares worth $21.9M. The position accounts for 0.42% of the portfolio, ranked #39.

Caprock Group first reported a position in IEFA in Q4 2020 and has held it in 21 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Caprock Group held 227,073 shares of iShares Core MSCI EAFE ETF worth $21.9M as of Q2 2026.
  • Caprock Group bought 42,464 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $4.08M.
  • iShares Core MSCI EAFE ETF made up 0.42% of Caprock Group's portfolio in Q2 2026, its #39 holding.
  • Caprock Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.