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Fort Point Capital Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Fort Point Capital Partners’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 		$1.18M Hold
12,200
– – 0.14% 89
2025
Q4 		$1.21M Hold
12,200
– – 0.14% 93
2025
Q3 		$1.14M Sell
12,200
-22,400
-65% -$2.04M 0.13% 99
2025
Q2 		$58.6M Hold
34,600
– – 4.23% 4
2025
Q1 		$2.83M Hold
34,600
– – 0.31% 64
2024
Q4 		$2.62M Hold
34,600
– – 0.29% 70
2024
Q3 		$2.89M Hold
34,600
– – 0.36% 53
2024
Q2 		$2.71M Sell
34,600
-4,000
-10% -$317K 0.34% 50
2024
Q1 		$3.08M Hold
38,600
– – 0.41% 45
2023
Q4 		$2.91M Sell
38,600
-7,800
-17% -$551K 0.41% 43
2023
Q3 		$3.2M Hold
46,400
– – 0.49% 34
2023
Q2 		$3.36M Sell
46,400
-34,400
-43% -$2.5M 0.47% 37
2023
Q1 		$5.78M Sell
80,800
-61,400
-43% -$4.29M 0.88% 31
2022
Q4 		$9.33M Buy
142,200
+200
+0.1% +$12.5K 1.46% 17
2022
Q3 		$7.95M Sell
142,000
-39,700
-22% -$2.47M 1.33% 18
2022
Q2 		$11.4M Sell
181,700
-22,900
-11% -$1.56M 1.85% 12
2022
Q1 		$15.1M Buy
204,600
+87,000
+74% +$6.51M 2.1% 9
2021
Q4 		$9.25M Hold
117,600
– – 1.24% 18
2021
Q3 		$9.17M Sell
117,600
-99,200
-46% -$7.94M 1.38% 19
2021
Q2 		$17.1M Buy
216,800
+3,200
+1% +$254K 3.13% 5
2021
Q1 		$16.2M Buy
213,600
+149,800
+235% +$11.3M 3.48% 5
2020
Q4 		$4.66M Sell
63,800
-136,000
-68% -$9.3M 1.07% 28
2020
Q3 		$12.7M Buy
199,800
+7,700
+4% +$493K 3.21% 7
2020
Q2 		$11.7M Sell
192,100
-20,400
-10% -$1.18M 3.66% 6
2020
Q1 		$11.4M Buy
212,500
+23,100
+12% +$1.47M 4.88% 6
2019
Q4 		$13.2M Sell
189,400
-23,300
-11% -$1.57M 4.72% 4
2019
Q3 		$13.9M Buy
212,700
+4,000
+2% +$258K 5.22% 4
2019
Q2 		$13.7M Buy
+208,700
New +$13.7M 5.42% 4

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fort Point Capital Partners's EFA Position: Q1 2026 in Review

Fort Point Capital Partners reduced its iShares MSCI EAFE ETF (EFA) stake by 3.5% in Q1 2026, selling an estimated $635K and leaving 173,018 shares worth $16.8M. The position accounts for 2.04% of the portfolio, ranked #15.

Fort Point Capital Partners first reported a position in EFA in Q4 2013 and has held it in 50 quarters since. The position peaked at $30.9M in Q4 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Fort Point Capital Partners held 173,018 shares of iShares MSCI EAFE ETF worth $16.8M as of Q1 2026.
  • Fort Point Capital Partners sold 6,347 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $635K.
  • iShares MSCI EAFE ETF made up 2.04% of Fort Point Capital Partners's portfolio in Q1 2026, its #15 holding.
  • Fort Point Capital Partners first reported a position in iShares MSCI EAFE ETF in Q4 2013 and has held it in 50 quarters since.
  • Fort Point Capital Partners's iShares MSCI EAFE ETF position peaked at $30.9M in Q4 2021.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.