BridgePort Financial Solutions’s iShares MSCI EAFE ETF EFA Stock Holding History

BridgePort Financial Solutions’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 Q1	$1.18M	Hold	12,149	–	–	0.33%	63
2025 Q4	$1.17M	Hold	12,149	–	–	0.31%	65
2025 Q3	$1.13M	Buy	12,149 +152	+1%	+$13.8K	0.3%	66
2025 Q2	$1.07M	Buy	11,997 +1,348	+13%	+$115K	0.36%	57
2025 Q1	$870K	Buy	10,649 +1,232	+13%	+$99.3K	0.39%	54
2024 Q4	$767K	Buy	+9,417	New	+$746K	0.35%	63

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BridgePort Financial Solutions's EFA Position: Q1 2026 in Review

BridgePort Financial Solutions held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 12,149 shares worth $1.18M. The position accounts for 0.33% of the portfolio, ranked #63.

BridgePort Financial Solutions first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

BridgePort Financial Solutions held 12,149 shares of iShares MSCI EAFE ETF worth $1.18M as of Q1 2026.
BridgePort Financial Solutions left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.33% of BridgePort Financial Solutions's portfolio in Q1 2026, its #63 holding.
BridgePort Financial Solutions first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.