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 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 $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

Clear Point Advisors's EFA Position: Q1 2026 in Review

Clear Point Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q1 2026, closing a stake of 9,405 shares — an estimated $903K sold.

Clear Point Advisors first reported a position in EFA in Q4 2023 and held it in 9 quarters. The position peaked at $903K in Q4 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Clear Point Advisors reported no remaining iShares MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 9,405 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $903K.
Clear Point Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's iShares MSCI EAFE ETF position peaked at $903K in Q4 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.