North Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

North Capital’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	$416K	Buy	4,006 +1,843	+85%	+$190K	0.31%	53
2026 Q1	$210K	Hold	2,163	–	–	0.18%	90
2025 Q4	$208K	Hold	2,163	–	–	0.18%	84
2025 Q3	$202K	Hold	2,163	–	–	0.16%	80
2025 Q2	$193K	Sell	2,163 -30	-1%	-$2.56K	0.17%	75
2025 Q1	$179K	Buy	+2,193	New	+$177K	0.17%	82

Other funds holding EFA

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 Plymouth, Minnesota $59.8B AUM 29.42% 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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

North Capital's EFA Position: Q2 2026 in Review

North Capital increased its iShares MSCI EAFE ETF (EFA) stake by 85% in Q2 2026, buying an estimated $190K and bringing the position to 4,006 shares worth $416K. The position accounts for 0.31% of the portfolio, ranked #53.

North Capital first reported a position in EFA in Q1 2025 and has held it in 6 quarters since. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

North Capital held 4,006 shares of iShares MSCI EAFE ETF worth $416K as of Q2 2026.
North Capital bought 1,843 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $190K.
iShares MSCI EAFE ETF made up 0.31% of North Capital's portfolio in Q2 2026, its #53 holding.
North Capital first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.