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 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

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

DecisionPoint Financial's EFA Position: Q1 2026 in Review

DecisionPoint Financial held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 616 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #83.

DecisionPoint Financial first reported a position in EFA in Q1 2023 and has held it in 13 quarters since. The position peaked at $129K in Q2 2025. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

DecisionPoint Financial held 616 shares of iShares MSCI EAFE ETF worth $59.8K as of Q1 2026.
DecisionPoint Financial left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #83 holding.
DecisionPoint Financial first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
DecisionPoint Financial's iShares MSCI EAFE ETF position peaked at $129K in Q2 2025.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.