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Centerpoint Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Centerpoint Advisors’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 		$842K Hold
8,102
– – 0.24% 40
2026
Q1 		$787K Hold
8,102
– – 0.26% 39
2025
Q4 		$778K Buy
8,102
+42
+0.5% +$3.98K 0.24% 40
2025
Q3 		$753K Sell
8,060
-430
-5% -$39.1K 0.23% 43
2025
Q2 		$759K Hold
8,490
– – 0.26% 40
2025
Q1 		$694K Sell
8,490
-255
-3% -$20.6K 0.26% 42
2024
Q4 		$661K Sell
8,745
-630
-7% -$49.9K 0.23% 45
2024
Q3 		$784K Hold
9,375
– – 0.27% 43
2024
Q2 		$734K Buy
9,375
+9,120
+3,576% +$722K 0.26% 42
2024
Q1 		$20K Hold
255
– – 0.01% 242
2023
Q4 		$19K Hold
255
– – 0.01% 247
2023
Q3 		$18K Buy
+255
New +$18.3K 0.01% 243

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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

Centerpoint Advisors's EFA Position: Q2 2026 in Review

Centerpoint Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 8,102 shares worth $842K. The position accounts for 0.24% of the portfolio, ranked #40.

Centerpoint Advisors first reported a position in EFA in Q3 2023 and has held it in 12 quarters since. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Centerpoint Advisors held 8,102 shares of iShares MSCI EAFE ETF worth $842K as of Q2 2026.
  • Centerpoint Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE ETF made up 0.24% of Centerpoint Advisors's portfolio in Q2 2026, its #40 holding.
  • Centerpoint Advisors first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.