Capstone Investment Advisors
EFA icon

Capstone Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Capstone Investment Advisors’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
Q1 		$14.6M Buy
+149,910
New +$15M 0.03% 228
2025
Q4 		– Sell
-73,979
Closed -$7.02M – 1725
2025
Q3 		$6.91M Sell
73,979
-52,538
-42% -$4.78M 0.01% 393
2025
Q2 		$11.3M Buy
126,517
+121,177
+2,269% +$10.3M 0.03% 222
2025
Q1 		$436K Buy
5,340
+5,339
+533,900% +$430K ﹤0.01% 1106
2024
Q4 		$76 Sell
1
-4,583
-100% -$363K ﹤0.01% 1824
2024
Q3 		$383K Buy
4,584
+4,583
+458,300% +$369K ﹤0.01% 1303
2024
Q2 		$78 Sell
1
-8,212
-100% -$651K ﹤0.01% 2029
2024
Q1 		$656K Buy
8,213
+7,710
+1,533% +$590K ﹤0.01% 1406
2023
Q4 		$37.9K Buy
503
+470
+1,424% +$33.2K ﹤0.01% 2022
2023
Q3 		$2.27K Buy
+33
New +$2.36K ﹤0.01% 2075
2023
Q2 		– Sell
-6,588
Closed -$478K – 1860
2023
Q1 		$471K Sell
6,588
-57,215
-90% -$4M ﹤0.01% 1026
2022
Q4 		$4.19M Buy
+63,803
New +$4M 0.03% 438
2022
Q1 		– Sell
-197,478
Closed -$14.8M – 2083
2021
Q4 		$15.5M Sell
197,478
-793,358
-80% -$62.8M 0.03% 494
2021
Q3 		$77.3M Sell
990,836
-468,765
-32% -$37.5M 0.15% 119
2021
Q2 		$115M Buy
1,459,601
+1,378,928
+1,709% +$110M 0.26% 86
2021
Q1 		$6.12M Buy
80,673
+53,173
+193% +$4M 0.02% 592
2020
Q4 		$2.01M Buy
+27,500
New +$1.88M 0.01% 872
2020
Q3 		– Sell
-219,230
Closed -$14M – 1401
2020
Q2 		$13.3M Buy
219,230
+132,077
+152% +$7.64M 0.09% 192
2020
Q1 		$4.66M Buy
+87,153
New +$5.53M 0.07% 290
2019
Q3 		– Sell
-51,936
Closed -$3.35M – 1372
2019
Q2 		$3.41M Sell
51,936
-906,273
-95% -$59.3M 0.02% 574
2019
Q1 		$62.1M Buy
958,209
+330,386
+53% +$20.8M 0.57% 31
2018
Q4 		$36.9M Buy
627,823
+108,671
+21% +$6.79M 0.46% 30
2018
Q3 		$35.3M Buy
519,152
+226,407
+77% +$15.3M 0.4% 34
2018
Q2 		$19.6M Buy
292,745
+272,054
+1,315% +$19.1M 0.3% 68
2018
Q1 		$1.44M Sell
20,691
-192,081
-90% -$13.7M 0.03% 219
2017
Q4 		$15M Sell
212,772
-34,384
-14% -$2.39M 0.42% 55
2017
Q3 		$16.9M Buy
247,156
+141,066
+133% +$9.43M 0.59% 47
2017
Q2 		$6.92M Buy
106,090
+6,770
+7% +$438K 0.19% 98
2017
Q1 		$6.19M Buy
+99,320
New +$6M 0.15% 111
2016
Q4 		– Sell
-1,600
Closed -$92.3K – 970
2016
Q3 		$94K Sell
1,600
-1,197,733
-100% -$69.4M ﹤0.01% 705
2016
Q2 		$66.9M Buy
+1,199,333
New +$69M 1.28% 15
2015
Q4 		– Sell
-164,000
Closed -$9.4M – 485
2015
Q3 		$9.4M Sell
164,000
-1,073,196
-87% -$66.3M 0.22% 91
2015
Q2 		$78.5M Buy
1,237,196
+573,014
+86% +$38.2M 1.11% 19
2015
Q1 		$42.6M Buy
664,182
+513,901
+342% +$32.4M 0.69% 29
2014
Q4 		$9.14M Buy
150,281
+101,695
+209% +$6.35M 0.13% 117
2014
Q3 		$3.12M Buy
+48,586
New +$3.24M 0.04% 263

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capstone Investment Advisors's EFA Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2026: 149,910 shares worth $14.6M. The stake represents 0.03% of the portfolio and ranks #228 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in EFA as recently as Q3 2025.

Capstone Investment Advisors first reported a position in EFA in Q3 2014 and has held it in 36 quarters since. The position peaked at $115M in Q2 2021. 2,205 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Capstone Investment Advisors held 149,910 shares of iShares MSCI EAFE ETF worth $14.6M as of Q1 2026.
  • iShares MSCI EAFE ETF was a new Capstone Investment Advisors position in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.03% of Capstone Investment Advisors's portfolio in Q1 2026, its #228 holding.
  • Capstone Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2014 and has held it in 36 quarters since.
  • Capstone Investment Advisors's iShares MSCI EAFE ETF position peaked at $115M in Q2 2021.
  • 2,205 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.