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 Q2	$1.24M	Sell	11,892 -257	-2%	-$26.4K	0.31%	69
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 $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

BridgePort Financial Solutions's EFA Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its iShares MSCI EAFE ETF (EFA) stake by 2.1% in Q2 2026, selling an estimated $26.4K and leaving 11,892 shares worth $1.24M. The position accounts for 0.31% of the portfolio, ranked #69.

BridgePort Financial Solutions first reported a position in EFA in Q4 2024 and has held it in 7 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

BridgePort Financial Solutions held 11,892 shares of iShares MSCI EAFE ETF worth $1.24M as of Q2 2026.
BridgePort Financial Solutions sold 257 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $26.4K.
iShares MSCI EAFE ETF made up 0.31% of BridgePort Financial Solutions's portfolio in Q2 2026, its #69 holding.
BridgePort Financial Solutions first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.