Fort Point Capital Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.5M | Sell |
424,843
-9,133
| -2% | -$852K | 4.66% | 4 |
|
|
2025
Q4 | $40.1M | Buy |
433,976
+131,025
| +43% | +$11.6M | 4.51% | 5 |
|
|
2025
Q3 | $26.5M | Buy |
302,951
+4,702
| +2% | +$400K | 3.11% | 6 |
|
|
2025
Q2 | $24.9M | Buy |
298,249
+19,319
| +7% | +$1.53M | 1.79% | 12 |
|
|
2025
Q1 | $21.1M | Buy |
278,930
+14,626
| +6% | +$1.09M | 2.33% | 9 |
|
|
2024
Q4 | $18.6M | Sell |
264,304
-161,868
| -38% | -$11.9M | 2.02% | 11 |
|
|
2024
Q3 | $33.3M | Sell |
426,172
-63,758
| -13% | -$4.77M | 4.1% | 3 |
|
|
2024
Q2 | $35.6M | Buy |
489,930
+74,654
| +18% | +$5.49M | 4.5% | 2 |
|
|
2024
Q1 | $30.8M | Buy |
415,276
+83,991
| +25% | +$5.98M | 4.1% | 3 |
|
|
2023
Q4 | $23.3M | Sell |
331,285
-128,578
| -28% | -$8.47M | 3.31% | 6 |
|
|
2023
Q3 | $29.6M | Buy |
459,863
+132,289
| +40% | +$8.86M | 4.51% | 4 |
|
|
2023
Q2 | $22.1M | Buy |
327,574
+223,540
| +215% | +$15.2M | 3.12% | 7 |
|
|
2023
Q1 | $6.95M | Sell |
104,034
-2,091
| -2% | -$137K | 1.06% | 22 |
|
|
2022
Q4 | $6.54M | Buy |
106,125
+7,374
| +7% | +$434K | 1.02% | 23 |
|
|
2022
Q3 | $5.2M | Sell |
98,751
-624
| -0.6% | -$36.7K | 0.87% | 34 |
|
|
2022
Q2 | $5.85M | Sell |
99,375
-6,687
| -6% | -$429K | 0.95% | 34 |
|
|
2022
Q1 | $7.37M | Buy |
106,062
+50,176
| +90% | +$3.55M | 1.03% | 26 |
|
|
2021
Q4 | $4.17M | Buy |
55,886
+783
| +1% | +$58.8K | 0.56% | 42 |
|
|
2021
Q3 | $4.09M | Sell |
55,103
-1,979
| -3% | -$151K | 0.61% | 38 |
|
|
2021
Q2 | $4.27M | Buy |
57,082
+4,444
| +8% | +$336K | 0.78% | 34 |
|
|
2021
Q1 | $3.79M | Sell |
52,638
-3,809
| -7% | -$272K | 0.82% | 32 |
|
|
2020
Q4 | $3.9M | Buy |
56,447
+1,142
| +2% | +$73.8K | 0.89% | 31 |
|
|
2020
Q3 | $3.33M | Sell |
55,305
-2,525
| -4% | -$152K | 0.84% | 29 |
|
|
2020
Q2 | $3.31M | Sell |
57,830
-9,031
| -14% | -$489K | 1.03% | 23 |
|
|
2020
Q1 | $3.34M | Sell |
66,861
-111,375
| -62% | -$6.63M | 1.43% | 16 |
|
|
2019
Q4 | $11.6M | Buy |
178,236
+156
| +0.1% | +$9.89K | 4.18% | 5 |
|
|
2019
Q3 | $10.9M | Sell |
178,080
-11,898
| -6% | -$718K | 4.09% | 6 |
|
|
2019
Q2 | $11.7M | Sell |
189,978
-7,312
| -4% | -$448K | 4.61% | 6 |
|
|
2019
Q1 | $12M | Sell |
197,290
-3,957
| -2% | -$234K | 5.24% | 5 |
|
|
2018
Q4 | $11.1M | Buy |
201,247
+44,333
| +28% | +$2.6M | 4.47% | 5 |
|
|
2018
Q3 | $10.1M | Buy |
156,914
+20,583
| +15% | +$1.31M | 3.04% | 8 |
|
|
2018
Q2 | $8.64M | Sell |
136,331
-861,653
| -86% | -$57M | 2.9% | 10 |
|
|
2018
Q1 | $7.15M | Buy |
997,984
+902,617
| +946% | +$60.6M | 2.62% | 10 |
|
|
2017
Q4 | $6.3M | Sell |
95,367
-1,128
| -1% | -$73.5K | 2.94% | 7 |
|
|
2017
Q3 | $6.19M | Sell |
96,495
-3,846
| -4% | -$241K | 2.97% | 7 |
|
|
2017
Q2 | $6.11M | Sell |
100,341
-1,163
| -1% | -$70.2K | 3.4% | 8 |
|
|
2017
Q1 | $5.88M | Sell |
101,504
-18,886
| -16% | -$1.06M | 3.03% | 10 |
|
|
2016
Q4 | $6.66M | Sell |
120,390
-2,149
| -2% | -$115K | 3.64% | 8 |
|
|
2016
Q3 | $6.76M | Hold |
122,539
| – | – | 3.06% | 9 |
|
|
2016
Q2 | $6.36M | Buy |
122,539
+9,453
| +8% | +$505K | 3.08% | 9 |
|
|
2016
Q1 | $6.01M | Buy |
113,086
+76,070
| +206% | +$3.88M | 3.05% | 8 |
|
|
2015
Q4 | $2.01M | Buy |
37,016
+446
| +1% | +$24.7K | 1.02% | 19 |
|
|
2015
Q3 | $1.93M | Buy |
+36,570
| New | +$2.07M | 1.19% | 19 |
|
Other funds holding IEFA
Fort Point Capital Partners's IEFA Position: Q1 2026 in Review
Fort Point Capital Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.1% in Q1 2026, selling an estimated $852K and leaving 424,843 shares worth $38.5M. The position accounts for 4.66% of the portfolio, ranked #4.
Fort Point Capital Partners first reported a position in IEFA in Q3 2015 and has held it in 43 quarters since. The position peaked at $40.1M in Q4 2025. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Fort Point Capital Partners held 424,843 shares of iShares Core MSCI EAFE ETF worth $38.5M as of Q1 2026.
- Fort Point Capital Partners sold 9,133 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $852K.
- iShares Core MSCI EAFE ETF made up 4.66% of Fort Point Capital Partners's portfolio in Q1 2026, its #4 holding.
- Fort Point Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2015 and has held it in 43 quarters since.
- Fort Point Capital Partners's iShares Core MSCI EAFE ETF position peaked at $40.1M in Q4 2025.
- 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.