North Capital
EFA icon

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
Q3 		$224K Sell
2,163
-1,843
-46% -$195K 0.16% 85
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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

North Capital's EFA Position: Q3 2026 in Review

North Capital reduced its iShares MSCI EAFE ETF (EFA) stake by 46% in Q3 2026, selling an estimated $195K and leaving 2,163 shares worth $224K. The position accounts for 0.16% of the portfolio, ranked #85.

North Capital first reported a position in EFA in Q1 2025 and has held it in 7 quarters since. The position peaked at $416K in Q2 2026. 1,508 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • North Capital held 2,163 shares of iShares MSCI EAFE ETF worth $224K as of Q3 2026.
  • North Capital sold 1,843 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $195K.
  • iShares MSCI EAFE ETF made up 0.16% of North Capital's portfolio in Q3 2026, its #85 holding.
  • North Capital first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 7 quarters since.
  • North Capital's iShares MSCI EAFE ETF position peaked at $416K in Q2 2026.
  • 1,508 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.