First Capital Advisors Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

First Capital Advisors 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
2023 Q2	$192K	Buy	2,851 +434	+18%	+$29.4K	0.1%	145
2023 Q1	$162K	Sell	2,417 -195	-7%	-$12.8K	0.1%	142
2022 Q4	$161K	Buy	2,612 +2,046	+361%	+$120K	0.11%	153
2022 Q3	$30K	Buy	+566	New	+$33.3K	0.03%	167
2018 Q4	$1.11M	Buy	+20,103	New	+$1.18M	0.83%	29
2018 Q2	–	Sell	-126	Closed	-$8K	–	440
2018 Q1	$8K	Buy	+126	New	+$8.46K	﹤0.01%	573

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

First Capital Advisors Group's IEFA Position: Q2 2023 in Review

First Capital Advisors Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q2 2023, buying an estimated $29.4K and bringing the position to 2,851 shares worth $192K. The position accounts for 0.1% of the portfolio, ranked #145.

First Capital Advisors Group first reported a position in IEFA in Q1 2018 and has held it in 6 quarters since. The position peaked at $1.11M in Q4 2018. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

First Capital Advisors Group held 2,851 shares of iShares Core MSCI EAFE ETF worth $192K as of Q2 2023.
First Capital Advisors Group bought 434 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $29.4K.
iShares Core MSCI EAFE ETF made up 0.1% of First Capital Advisors Group's portfolio in Q2 2023, its #145 holding.
First Capital Advisors Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 6 quarters since.
First Capital Advisors Group's iShares Core MSCI EAFE ETF position peaked at $1.11M in Q4 2018.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.