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CAPTRUST FINANCIAL ADVISORS: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on IEFA, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 1,392,936 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,392,936 shares
    Change vs previous 13F +37,895 shares

    0.21% of the 13F portfolio, value $134,529,803.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,355,041 shares
    Change vs previous 13F -22,225 shares

    0.21% of the 13F portfolio, value $122,663,908.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,377,266 shares
    Change vs previous 13F -47,694 shares

    0.23% of the 13F portfolio, value $123,210,256.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,424,960 shares
    Change vs previous 13F +23,869 shares

    0.25% of the 13F portfolio, value $124,413,264.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,401,091 shares
    Change vs previous 13F +21,079 shares

    0.26% of the 13F portfolio, value $116,963,057.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,380,012 shares
    Change vs previous 13F -61,514 shares

    0.26% of the 13F portfolio, value $104,397,942.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,441,526 shares
    Change vs previous 13F +105,755 shares

    0.29% of the 13F portfolio, value $101,310,420.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,335,771 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $104,256,938.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).