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

Kapstone Financial 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 Q2	$405K	Sell	4,191 -150	-3%	-$14.4K	0.17%	91
2026 Q1	$393K	Buy	4,341 +183	+4%	+$17.1K	0.19%	80
2025 Q4	$372K	Buy	4,158 +1,437	+53%	+$127K	0.18%	68
2025 Q3	$238K	Hold	2,721	–	–	0.11%	101
2025 Q2	$227K	Hold	2,721	–	–	0.11%	101
2025 Q1	$206K	Buy	+2,721	New	+$203K	0.12%	101

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kapstone Financial Advisors's IEFA Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.5% in Q2 2026, selling an estimated $14.4K and leaving 4,191 shares worth $405K. The position accounts for 0.17% of the portfolio, ranked #91.

Kapstone Financial Advisors first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Kapstone Financial Advisors held 4,191 shares of iShares Core MSCI EAFE ETF worth $405K as of Q2 2026.
Kapstone Financial Advisors sold 150 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $14.4K.
iShares Core MSCI EAFE ETF made up 0.17% of Kapstone Financial Advisors's portfolio in Q2 2026, its #91 holding.
Kapstone Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.