DecisionPoint Financial’s iShares MSCI EAFE ETF EFA Stock Holding History

DecisionPoint Financial’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 Q3	$279K	Buy	2,718 +2,102	+341%	+$223K	0.05%	54
2026 Q2	$63.5K	Hold	616	–	–	0.01%	94
2026 Q1	$59.8K	Hold	616	–	–	0.01%	83
2025 Q4	$59.2K	Hold	616	–	–	0.01%	83
2025 Q3	$58K	Sell	616 -828	-57%	-$75.3K	0.01%	71
2025 Q2	$129K	Hold	1,444	–	–	0.03%	54
2025 Q1	$118K	Hold	1,444	–	–	0.03%	49
2024 Q4	$109K	Hold	1,444	–	–	0.03%	51
2024 Q3	$121K	Hold	1,444	–	–	0.04%	46
2024 Q2	$116K	Hold	1,444	–	–	0.04%	46
2024 Q1	$113K	Hold	1,444	–	–	0.04%	47
2023 Q4	$109K	Buy	1,444 +1,388	+2,479%	+$98.1K	0.05%	42
2023 Q3	$3.86K	Hold	56	–	–	﹤0.01%	165
2023 Q2	$4.06K	Sell	56 -1,118	-95%	-$81.2K	﹤0.01%	148
2023 Q1	$84K	Buy	+1,174	New	+$82.1K	0.05%	41

Other funds holding EFA

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

DecisionPoint Financial's EFA Position: Q3 2026 in Review

DecisionPoint Financial increased its iShares MSCI EAFE ETF (EFA) stake by 341% in Q3 2026, buying an estimated $223K and bringing the position to 2,718 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #54.

DecisionPoint Financial first reported a position in EFA in Q1 2023 and has held it in 15 quarters since. 899 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

DecisionPoint Financial held 2,718 shares of iShares MSCI EAFE ETF worth $279K as of Q3 2026.
DecisionPoint Financial bought 2,102 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $223K.
iShares MSCI EAFE ETF made up 0.05% of DecisionPoint Financial's portfolio in Q3 2026, its #54 holding.
DecisionPoint Financial first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 15 quarters since.
899 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.