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

U.S. Capital Wealth 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 Q1	$1.68M	Sell	18,600 -1,655	-8%	-$154K	0.04%	386
2025 Q4	$1.81M	Sell	20,255 -1,199	-6%	-$106K	0.05%	360
2025 Q3	$1.87M	Sell	21,454 -6,444	-23%	-$548K	0.05%	346
2025 Q2	$2.33M	Buy	27,898 +1,758	+7%	+$140K	0.07%	273
2025 Q1	$1.98M	Sell	26,140 -6,232	-19%	-$466K	0.06%	287
2024 Q4	$2.28M	Buy	32,372 +4,696	+17%	+$346K	0.07%	275
2024 Q3	$2.16M	Buy	27,676 +730	+3%	+$54.6K	0.08%	233
2024 Q2	$1.96M	Sell	26,946 -214	-0.8%	-$15.7K	0.07%	243
2024 Q1	$2.02M	Buy	27,160 +10,326	+61%	+$735K	0.08%	230
2023 Q4	$1.18M	Buy	16,834 +101	+0.6%	+$6.66K	0.05%	309
2023 Q3	$1.08M	Sell	16,733 -12,294	-42%	-$823K	0.05%	305
2023 Q2	$1.96M	Sell	29,027 -11,171	-28%	-$758K	0.09%	213
2023 Q1	$2.69M	Buy	40,198 +2,331	+6%	+$153K	0.12%	161
2022 Q4	$2.33M	Buy	37,867 +2,777	+8%	+$163K	0.11%	180
2022 Q3	$1.85M	Sell	35,090 -569	-2%	-$33.5K	0.09%	201
2022 Q2	$2.1M	Buy	35,659 +132	+0.4%	+$8.47K	0.09%	206
2022 Q1	$2.47M	Buy	35,527 +175	+0.5%	+$12.4K	0.09%	206
2021 Q4	$2.64M	Sell	35,352 -139	-0.4%	-$10.4K	0.1%	211
2021 Q3	$2.63M	Buy	+35,491	New	+$2.7M	0.11%	204

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

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

U.S. Capital Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.2% in Q1 2026, selling an estimated $154K and leaving 18,600 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #386.

U.S. Capital Wealth Advisors first reported a position in IEFA in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.69M in Q1 2023. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

U.S. Capital Wealth Advisors held 18,600 shares of iShares Core MSCI EAFE ETF worth $1.68M as of Q1 2026.
U.S. Capital Wealth Advisors sold 1,655 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $154K.
iShares Core MSCI EAFE ETF made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #386 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $2.69M in Q1 2023.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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