CA
IEFA icon

CoreCap Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CoreCap Advisors’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
2026
Q3 		$1.46M Buy
15,115
+1,214
+9% +$120K 0.04% 305
2026
Q2 		$1.34M Buy
13,901
+908
+7% +$87.2K 0.04% 328
2026
Q1 		$1.18M Sell
12,993
-1,095
-8% -$102K 0.04% 335
2025
Q4 		$1.26M Buy
14,088
+788
+6% +$69.7K 0.04% 332
2025
Q3 		$1.16M Buy
13,300
+2,674
+25% +$227K 0.04% 336
2025
Q2 		$887K Buy
10,626
+266
+3% +$21.1K 0.04% 374
2025
Q1 		$784K Buy
10,360
+2,780
+37% +$208K 0.03% 382
2024
Q4 		$533K Buy
7,580
+2,060
+37% +$152K 0.02% 464
2024
Q3 		$431K Buy
5,520
+635
+13% +$47.5K 0.02% 499
2024
Q2 		$355K Sell
4,885
-237
-5% -$17.4K 0.04% 278
2024
Q1 		$380K Buy
5,122
+1,589
+45% +$113K 0.02% 448
2023
Q4 		$249K Sell
3,533
-656
-16% -$43.2K 0.02% 508
2023
Q3 		$270K Sell
4,189
-840
-17% -$56.2K 0.02% 442
2023
Q2 		$339K Buy
+5,029
New +$341K 0.02% 433
2022
Q4 		$400K Buy
6,495
+336
+5% +$19.8K 0.03% 395
2022
Q3 		$324K Sell
6,159
-417
-6% -$24.5K 0.03% 409
2022
Q2 		$387K Sell
6,576
-1,130
-15% -$72.5K 0.03% 378
2022
Q1 		$536K Buy
7,706
+1,100
+17% +$77.8K 0.04% 323
2021
Q4 		$493K Buy
+6,606
New +$496K 0.03% 366

Other funds holding IEFA

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CoreCap Advisors's IEFA Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.7% in Q3 2026, buying an estimated $120K and bringing the position to 15,115 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #305.

CoreCap Advisors first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 155 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • CoreCap Advisors held 15,115 shares of iShares Core MSCI EAFE ETF worth $1.46M as of Q3 2026.
  • CoreCap Advisors bought 1,214 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $120K.
  • iShares Core MSCI EAFE ETF made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #305 holding.
  • CoreCap Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.