Bearing Point Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Bearing Point 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 Q2	$205K	Buy	+1,974	New	+$203K	0.03%	198
2026 Q1	–	Sell	-4,640	Closed	-$446K	–	171
2025 Q4	$446K	Buy	4,640 +1,170	+34%	+$111K	0.07%	147
2025 Q3	$324K	Buy	3,470 +275	+9%	+$25K	0.06%	144
2025 Q2	$286K	Sell	3,195 -407	-11%	-$34.7K	0.05%	145
2025 Q1	$294K	Sell	3,602 -70	-2%	-$5.64K	0.06%	141
2024 Q4	$278K	Buy	+3,672	New	+$291K	0.06%	139

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Bearing Point Capital's EFA Position: Q2 2026 in Review

Bearing Point Capital opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 1,974 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #198 among its holdings. This is a return to the name: Bearing Point Capital previously reported a position in EFA as recently as Q4 2025.

Bearing Point Capital first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $446K in Q4 2025. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Bearing Point Capital held 1,974 shares of iShares MSCI EAFE ETF worth $205K as of Q2 2026.
iShares MSCI EAFE ETF was a new Bearing Point Capital position in Q2 2026.
iShares MSCI EAFE ETF made up 0.03% of Bearing Point Capital's portfolio in Q2 2026, its #198 holding.
Bearing Point Capital first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Bearing Point Capital's iShares MSCI EAFE ETF position peaked at $446K in Q4 2025.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.