CWMGI
EFA icon

Capstone Wealth Management Group, Inc.’s iShares MSCI EAFE ETF EFA Stock Holding History

Capstone Wealth Management Group, Inc.’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
2026
Q2 		$219K Buy
+2,108
New +$217K 0.13% 117

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s EFA Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 2,108 shares worth $219K. The stake represents 0.13% of the portfolio and ranks #117 among its holdings.

969 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 2,108 shares of iShares MSCI EAFE ETF worth $219K as of Q2 2026.
  • iShares MSCI EAFE ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.13% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #117 holding.
  • 969 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.