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

BluePointe Capital Management’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
2025 Q1	$2.77M	Buy	36,656 +29,980	+449%	+$2.24M	1.06%	25
2024 Q4	$469K	Sell	6,676 -279	-4%	-$20.6K	0.27%	67
2024 Q3	$543K	Hold	6,955	–	–	0.35%	58
2024 Q2	$505K	Sell	6,955 -32	-0.5%	-$2.35K	0.34%	62
2024 Q1	$519K	Buy	6,987 +32	+0.5%	+$2.28K	0.36%	61
2023 Q4	$489K	Buy	+6,955	New	+$458K	0.37%	59

Other funds holding IEFA

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

BluePointe Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 449% in Q1 2025, buying an estimated $2.24M and bringing the position to 36,656 shares worth $2.77M. The position accounts for 1.06% of the portfolio, ranked #25.

BluePointe Capital Management first reported a position in IEFA in Q4 2023 and has held it in 6 quarters since. 2,039 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

BluePointe Capital Management held 36,656 shares of iShares Core MSCI EAFE ETF worth $2.77M as of Q1 2025.
BluePointe Capital Management bought 29,980 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $2.24M.
iShares Core MSCI EAFE ETF made up 1.06% of BluePointe Capital Management's portfolio in Q1 2025, its #25 holding.
BluePointe Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 6 quarters since.
2,039 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

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