Texas Capital Bank Wealth Management Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Texas Capital Bank Wealth Management Services’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 Q1	$67.8M	Buy	748,376 +24,644	+3%	+$2.3M	4.02%	4
2025 Q4	$64.7M	Buy	723,732 +97,859	+16%	+$8.65M	3.73%	4
2025 Q3	$54.6M	Buy	625,873 +23,387	+4%	+$1.99M	4.5%	3
2025 Q2	$50.3M	Sell	602,486 -119,900	-17%	-$9.52M	4.7%	3
2025 Q1	$54.6M	Sell	722,386 -27,323	-4%	-$2.04M	5.52%	3
2024 Q4	$52.7M	Sell	749,709 -30,880	-4%	-$2.28M	5.39%	3
2024 Q3	$60.9M	Buy	780,589 +6,301	+0.8%	+$472K	5.99%	3
2024 Q2	$56.2M	Sell	774,288 -92,718	-11%	-$6.82M	5.85%	3
2024 Q1	$64.3M	Buy	867,006 +22,841	+3%	+$1.63M	7.07%	2
2023 Q4	$59.4M	Buy	844,165 +13,691	+2%	+$902K	7.02%	2
2023 Q3	$53.4M	Sell	830,474 -39,144	-5%	-$2.62M	6.75%	3
2023 Q2	$58.7M	Buy	869,618 +28,844	+3%	+$1.96M	6.3%	3
2023 Q1	$56.2M	Buy	840,774 +190,496	+29%	+$12.5M	6.51%	3
2022 Q4	$40.1M	Sell	650,278 -115,371	-15%	-$6.79M	4.88%	3
2022 Q3	$40.3M	Sell	765,649 -40,755	-5%	-$2.4M	5.2%	3
2022 Q2	$47.5M	Buy	806,404 +4,797	+0.6%	+$308K	5.51%	3
2022 Q1	$55.7M	Buy	801,607 +273,434	+52%	+$19.3M	5.08%	3
2021 Q4	$39.4M	Buy	528,173 +56,927	+12%	+$4.28M	3.41%	5
2021 Q3	$35M	Buy	471,246 +56,381	+14%	+$4.29M	3.58%	5
2021 Q2	$31.1M	Buy	414,865 +14,699	+4%	+$1.11M	3.89%	4
2021 Q1	$28.8M	Buy	400,166 +23,888	+6%	+$1.71M	4.12%	3
2020 Q4	$26M	Sell	376,278 -112,014	-23%	-$7.24M	3.83%	5
2020 Q3	$29.4M	Buy	488,292 +19,526	+4%	+$1.18M	4.8%	3
2020 Q2	$26.8M	Sell	468,766 -32,032	-6%	-$1.74M	5.99%	3
2020 Q1	$25M	Sell	500,798 -18,503	-4%	-$1.1M	7.13%	2
2019 Q4	$33.9M	Buy	+519,301	New	+$32.9M	7.48%	2

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's IEFA Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q1 2026, buying an estimated $2.3M and bringing the position to 748,376 shares worth $67.8M. The position accounts for 4.02% of the portfolio, ranked #4.

Texas Capital Bank Wealth Management Services first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Texas Capital Bank Wealth Management Services held 748,376 shares of iShares Core MSCI EAFE ETF worth $67.8M as of Q1 2026.
Texas Capital Bank Wealth Management Services bought 24,644 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.3M.
iShares Core MSCI EAFE ETF made up 4.02% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #4 holding.
Texas Capital Bank Wealth Management Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.