Garrison Point Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Garrison Point Capital’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$547K	Hold	10,378	–	–	8.02%	5
2022 Q2	$611K	Buy	10,378 +234	+2%	+$15K	8.52%	4
2022 Q1	$705K	Buy	10,144 +15	+0.1%	+$1.06K	8.28%	5
2021 Q4	$756K	Buy	10,129 +176	+2%	+$13.2K	0.29%	10
2021 Q3	$739K	Hold	9,953	–	–	0.23%	9
2021 Q2	$745K	Buy	9,953 +141	+1%	+$10.6K	0.25%	9
2021 Q1	$707K	Hold	9,812	–	–	0.3%	9
2020 Q4	$678K	Buy	9,812 +88	+0.9%	+$5.69K	0.34%	9
2020 Q3	$586K	Buy	9,724 +3,237	+50%	+$195K	0.33%	9
2020 Q2	$371K	Buy	+6,487	New	+$352K	0.25%	13

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Garrison Point Capital's IEFA Position: Q3 2022 in Review

Garrison Point Capital held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2022 at 10,378 shares worth $547K. The position accounts for 8.02% of the portfolio, ranked #5.

Garrison Point Capital first reported a position in IEFA in Q2 2020 and has held it in 10 quarters since. The position peaked at $756K in Q4 2021. 1,412 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

Garrison Point Capital held 10,378 shares of iShares Core MSCI EAFE ETF worth $547K as of Q3 2022.
Garrison Point Capital left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2022.
iShares Core MSCI EAFE ETF made up 8.02% of Garrison Point Capital's portfolio in Q3 2022, its #5 holding.
Garrison Point Capital first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 10 quarters since.
Garrison Point Capital's iShares Core MSCI EAFE ETF position peaked at $756K in Q4 2021.
1,412 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Garrison Point Capital's 13F filing for Q3 2022, filed 24 Oct 2022.