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

Capstone Financial 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
2020
Q1 		– Sell
-323
Closed -$21K – 150
2019
Q4 		$21K Buy
+323
New +$20.5K 0.02% 148

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capstone Financial Group's IEFA Position: Q1 2020 in Review

Capstone Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2020, closing a stake of 323 shares — an estimated $21K sold.

Capstone Financial Group first reported a position in IEFA in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 1,044 funds tracked by Wall St. Rank hold IEFA as of Q1 2020.

  • Capstone Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2020 after selling out during the quarter.
  • Capstone Financial Group sold 323 iShares Core MSCI EAFE ETF shares in Q1 2020, an estimated $21K.
  • Capstone Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 1 quarter.
  • Capstone Financial Group's iShares Core MSCI EAFE ETF position peaked at $21K in Q4 2019.
  • 1,044 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2020.

Based on Capstone Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.