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BluePointe Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

BluePointe Capital Management’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
2025
Q1 		$5.87M Buy
71,778
+12,620
+21% +$1.02M 2.24% 10
2024
Q4 		$4.47M Buy
59,158
+7,968
+16% +$631K 2.56% 11
2024
Q3 		$4.28M Sell
51,190
-354
-0.7% -$28.5K 2.77% 11
2024
Q2 		$4.04M Buy
51,544
+1,420
+3% +$112K 2.71% 11
2024
Q1 		$4M Buy
50,124
+194
+0.4% +$14.8K 2.75% 11
2023
Q4 		$3.76M Buy
+49,930
New +$3.53M 2.86% 11

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BluePointe Capital Management's EFA Position: Q1 2025 in Review

BluePointe Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 21% in Q1 2025, buying an estimated $1.02M and bringing the position to 71,778 shares worth $5.87M. The position accounts for 2.24% of the portfolio, ranked #10.

BluePointe Capital Management first reported a position in EFA in Q4 2023 and has held it in 6 quarters since. 1,963 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

  • BluePointe Capital Management held 71,778 shares of iShares MSCI EAFE ETF worth $5.87M as of Q1 2025.
  • BluePointe Capital Management bought 12,620 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $1.02M.
  • iShares MSCI EAFE ETF made up 2.24% of BluePointe Capital Management's portfolio in Q1 2025, its #10 holding.
  • BluePointe Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 6 quarters since.
  • 1,963 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.