Capstone Triton Financial Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Capstone Triton Financial Group’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
2024 Q4	$1.61M	Buy	21,237 +234	+1%	+$18.5K	1%	33
2024 Q3	$1.76M	Sell	21,003 -250	-1%	-$20.1K	1.12%	27
2024 Q2	$1.66M	Buy	21,253 +39	+0.2%	+$3.09K	1.17%	27
2024 Q1	$1.69M	Sell	21,214 -157	-0.7%	-$12K	1.2%	27
2023 Q4	$1.61M	Sell	21,371 -118	-0.5%	-$8.34K	1.17%	28
2023 Q3	$1.48M	Buy	21,489 +378	+2%	+$27.1K	1.08%	30
2023 Q2	$1.53M	Sell	21,111 -20	-0.1%	-$1.45K	1.05%	30
2023 Q1	$1.51M	Buy	21,131 +274	+1%	+$19.2K	1.14%	28
2022 Q4	$1.37M	Buy	+20,857	New	+$1.31M	1.1%	33

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Capstone Triton Financial Group's EFA Position: Q4 2024 in Review

Capstone Triton Financial Group increased its iShares MSCI EAFE ETF (EFA) stake by 1.1% in Q4 2024, buying an estimated $18.5K and bringing the position to 21,237 shares worth $1.61M. The position accounts for 1% of the portfolio, ranked #33.

Capstone Triton Financial Group first reported a position in EFA in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.76M in Q3 2024. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

Capstone Triton Financial Group held 21,237 shares of iShares MSCI EAFE ETF worth $1.61M as of Q4 2024.
Capstone Triton Financial Group bought 234 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $18.5K.
iShares MSCI EAFE ETF made up 1% of Capstone Triton Financial Group's portfolio in Q4 2024, its #33 holding.
Capstone Triton Financial Group first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 9 quarters since.
Capstone Triton Financial Group's iShares MSCI EAFE ETF position peaked at $1.76M in Q3 2024.
1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.