Clear Point Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Clear Point 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	$992K	Buy	+9,547	New	+$982K	0.88%	34
2026 Q1	–	Sell	-9,405	Closed	-$903K	–	87
2025 Q4	$903K	Buy	9,405 +161	+2%	+$15.3K	0.7%	42
2025 Q3	$863K	Hold	9,244	–	–	0.67%	43
2025 Q2	$826K	Buy	9,244 +154	+2%	+$13.1K	0.7%	39
2025 Q1	$743K	Sell	9,090 -128	-1%	-$10.3K	0.67%	42
2024 Q4	$697K	Buy	9,218 +122	+1%	+$9.66K	0.6%	45
2024 Q3	$761K	Sell	9,096 -1	-0%	-$80	0.59%	41
2024 Q2	$713K	Buy	9,097 +153	+2%	+$12.1K	0.59%	44
2024 Q1	$714K	Hold	8,944	–	–	0.59%	46
2023 Q4	$674K	Buy	+8,944	New	+$632K	0.6%	44

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

Clear Point Advisors's EFA Position: Q2 2026 in Review

Clear Point Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 9,547 shares worth $992K. The stake represents 0.88% of the portfolio and ranks #34 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in EFA as recently as Q4 2025.

Clear Point Advisors first reported a position in EFA in Q4 2023 and has held it in 10 quarters since. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Clear Point Advisors held 9,547 shares of iShares MSCI EAFE ETF worth $992K as of Q2 2026.
iShares MSCI EAFE ETF was a new Clear Point Advisors position in Q2 2026.
iShares MSCI EAFE ETF made up 0.88% of Clear Point Advisors's portfolio in Q2 2026, its #34 holding.
Clear Point Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.