Capstone Investment Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $114M | Buy |
+1,169,200
| New | +$117M | 0.2% | 58 |
|
|
2025
Q4 | – | Sell |
-1,103,700
| Closed | -$103M | – | 1724 |
|
|
2025
Q3 | $103M | Buy |
1,103,700
+931,700
| +542% | +$84.7M | 0.19% | 52 |
|
|
2025
Q2 | $15.4M | Buy |
172,000
+151,600
| +743% | +$12.9M | 0.04% | 184 |
|
|
2025
Q1 | $1.67M | Sell |
20,400
-162,800
| -89% | -$13.1M | ﹤0.01% | 735 |
|
|
2024
Q4 | $13.9M | Buy |
183,200
+161,500
| +744% | +$12.8M | 0.03% | 287 |
|
|
2024
Q3 | $1.81M | Sell |
21,700
-1,712,500
| -99% | -$138M | 0.01% | 767 |
|
|
2024
Q2 | $136M | Buy |
1,734,200
+1,579,200
| +1,019% | +$125M | 0.43% | 30 |
|
|
2024
Q1 | $12.4M | Buy |
155,000
+80,000
| +107% | +$6.12M | 0.04% | 239 |
|
|
2023
Q4 | $5.65M | Buy |
75,000
+60,000
| +400% | +$4.24M | 0.02% | 492 |
|
|
2023
Q3 | $1.03M | Buy |
+15,000
| New | +$1.07M | ﹤0.01% | 978 |
|
|
2023
Q2 | – | Sell |
-526,000
| Closed | -$37.6M | – | 1859 |
|
|
2023
Q1 | $37.6M | Buy |
526,000
+364,700
| +226% | +$25.5M | 0.19% | 53 |
|
|
2022
Q4 | $10.6M | Sell |
161,300
-250,000
| -61% | -$15.7M | 0.08% | 219 |
|
|
2022
Q3 | $23M | Sell |
411,300
-1,489,000
| -78% | -$92.8M | 0.14% | 87 |
|
|
2022
Q2 | $119M | Buy |
1,900,300
+1,116,700
| +143% | +$76M | 0.58% | 17 |
|
|
2022
Q1 | $57.7M | Sell |
783,600
-2,882,500
| -79% | -$216M | 0.16% | 92 |
|
|
2021
Q4 | $288M | Sell |
3,666,100
-1,601,300
| -30% | -$127M | 0.48% | 32 |
|
|
2021
Q3 | $411M | Buy |
5,267,400
+3,432,900
| +187% | +$275M | 0.81% | 16 |
|
|
2021
Q2 | $145M | Buy |
1,834,500
+1,811,000
| +7,706% | +$144M | 0.33% | 65 |
|
|
2021
Q1 | $1.78M | Sell |
23,500
-1,003,100
| -98% | -$75.5M | 0.01% | 969 |
|
|
2020
Q4 | $74.9M | Buy |
+1,026,600
| New | +$70.2M | 0.25% | 69 |
|
|
2020
Q3 | – | Sell |
-1,500,000
| Closed | -$91.3M | – | 1400 |
|
|
2020
Q2 | $91.3M | Buy |
+1,500,000
| New | +$86.7M | 0.6% | 21 |
|
|
2019
Q3 | – | Sell |
-135,000
| Closed | -$8.87M | – | 1371 |
|
|
2019
Q2 | $8.87M | Sell |
135,000
-686,800
| -84% | -$44.9M | 0.06% | 323 |
|
|
2019
Q1 | $53.3M | Buy |
+821,800
| New | +$51.8M | 0.49% | 39 |
|
|
2018
Q4 | – | Sell |
-2,676,900
| Closed | -$182M | – | 1270 |
|
|
2018
Q3 | $182M | Buy |
2,676,900
+137,800
| +5% | +$9.31M | 2.08% | 9 |
|
|
2018
Q2 | $170M | Buy |
2,539,100
+2,499,100
| +6,248% | +$175M | 2.61% | 7 |
|
|
2018
Q1 | $2.79M | Sell |
40,000
-562,400
| -93% | -$40.1M | 0.05% | 175 |
|
|
2017
Q4 | $42.4M | Buy |
602,400
+57,000
| +10% | +$3.96M | 1.2% | 13 |
|
|
2017
Q3 | $37.3M | Sell |
545,400
-304,600
| -36% | -$20.4M | 1.31% | 14 |
|
|
2017
Q2 | $55.4M | Sell |
850,000
-255,900
| -23% | -$16.6M | 1.51% | 12 |
|
|
2017
Q1 | $68.9M | Buy |
1,105,900
+1,026,100
| +1,286% | +$62M | 1.72% | 9 |
|
|
2016
Q4 | $4.61M | Sell |
79,800
-40,200
| -34% | -$2.32M | 0.14% | 137 |
|
|
2016
Q3 | $7.09M | Sell |
120,000
-4,358,800
| -97% | -$253M | 0.16% | 103 |
|
|
2016
Q2 | $250M | Buy |
4,478,800
+3,705,700
| +479% | +$213M | 4.77% | 3 |
|
|
2016
Q1 | $44.2M | Buy |
+773,100
| New | +$42.6M | 1.35% | 19 |
|
|
2015
Q3 | – | Sell |
-790,800
| Closed | -$50.2M | – | 409 |
|
|
2015
Q2 | $50.2M | Sell |
790,800
-1,737,700
| -69% | -$116M | 0.71% | 34 |
|
|
2015
Q1 | $162M | Buy |
2,528,500
+2,352,900
| +1,340% | +$148M | 2.64% | 7 |
|
|
2014
Q4 | $10.7M | Sell |
175,600
-142,400
| -45% | -$8.89M | 0.15% | 103 |
|
|
2014
Q3 | $20.4M | Sell |
318,000
-93,900
| -23% | -$6.26M | 0.23% | 91 |
|
|
2014
Q2 | $28.2M | Sell |
411,900
-4,432,300
| -91% | -$304M | 0.37% | 59 |
|
|
2014
Q1 | $326M | Buy |
4,844,200
+836,200
| +21% | +$55.3M | 4.15% | 4 |
|
|
2013
Q4 | $269M | Sell |
4,008,000
-3,990,100
| -50% | -$261M | 2.94% | 7 |
|
|
2013
Q3 | $510M | Buy |
7,998,100
+1,406,700
| +21% | +$86.2M | 5.15% | 5 |
|
|
2013
Q2 | $378M | Buy |
+6,591,400
| New | +$399M | 4% | 6 |
|
Other funds holding EFA
NMIMC
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. 2,203 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.
- 2,203 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.