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

Capstone Triton 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
2021
Q1 		– Sell
-323
Closed -$22K – 205
2020
Q4 		$22K Buy
+323
New +$20.9K 0.01% 267

Other funds holding IEFA

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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Capstone Triton Financial Group's IEFA Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2021, closing a stake of 323 shares — an estimated $22K sold.

Capstone Triton Financial Group first reported a position in IEFA in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 1,290 funds tracked by Wall St. Rank hold IEFA as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 323 iShares Core MSCI EAFE ETF shares in Q1 2021, an estimated $22K.
  • Capstone Triton Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's iShares Core MSCI EAFE ETF position peaked at $22K in Q4 2020.
  • 1,290 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.