U.S. Capital Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$3.36M	Buy	34,568 +847	+3%	+$84.7K	0.08%	247
2025 Q4	$3.24M	Buy	33,721 +1,261	+4%	+$120K	0.08%	247
2025 Q3	$3.03M	Buy	32,460 +78	+0.2%	+$7.09K	0.08%	245
2025 Q2	$2.89M	Buy	32,382 +1,786	+6%	+$152K	0.08%	232
2025 Q1	$2.5M	Sell	30,596 -4,099	-12%	-$330K	0.08%	250
2024 Q4	$2.62M	Buy	34,695 +12,352	+55%	+$978K	0.08%	253
2024 Q3	$1.87M	Sell	22,343 -15,037	-40%	-$1.21M	0.07%	255
2024 Q2	$2.93M	Sell	37,380 -54,321	-59%	-$4.3M	0.11%	178
2024 Q1	$7.32M	Buy	91,701 +436	+0.5%	+$33.3K	0.28%	82
2023 Q4	$6.88M	Sell	91,265 -710	-0.8%	-$50.2K	0.27%	85
2023 Q3	$6.34M	Buy	91,975 +710	+0.8%	+$50.9K	0.29%	82
2023 Q2	$6.62M	Buy	91,265 +969	+1%	+$70.4K	0.31%	84
2023 Q1	$6.46M	Buy	90,296 +20,946	+30%	+$1.47M	0.3%	78
2022 Q4	$4.55M	Sell	69,350 -3,839	-5%	-$240K	0.21%	106
2022 Q3	$4.1M	Sell	73,189 -548	-0.7%	-$34.2K	0.21%	110
2022 Q2	$4.61M	Buy	73,737 +1,765	+2%	+$120K	0.2%	101
2022 Q1	$5.3M	Buy	71,972 +9,725	+16%	+$727K	0.19%	110
2021 Q4	$4.9M	Sell	62,247 -9,218	-13%	-$730K	0.19%	118
2021 Q3	$5.58M	Buy	+71,465	New	+$5.72M	0.24%	102

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's EFA Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 2.5% in Q1 2026, buying an estimated $84.7K and bringing the position to 34,568 shares worth $3.36M. The position accounts for 0.08% of the portfolio, ranked #247.

U.S. Capital Wealth Advisors first reported a position in EFA in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.32M in Q1 2024. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

U.S. Capital Wealth Advisors held 34,568 shares of iShares MSCI EAFE ETF worth $3.36M as of Q1 2026.
U.S. Capital Wealth Advisors bought 847 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $84.7K.
iShares MSCI EAFE ETF made up 0.08% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #247 holding.
U.S. Capital Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's iShares MSCI EAFE ETF position peaked at $7.32M in Q1 2024.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.