Guidance Point Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Guidance Point Advisors’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 Q2	$910K	Buy	8,755 +194	+2%	+$20K	0.19%	47
2026 Q1	$832K	Buy	8,561 +132	+2%	+$13.2K	0.2%	46
2025 Q4	$810K	Buy	8,429 +92	+1%	+$8.73K	0.19%	46
2025 Q3	$779K	Sell	8,337 -701	-8%	-$63.7K	0.19%	47
2025 Q2	$808K	Buy	9,038 +330	+4%	+$28.2K	0.21%	44
2025 Q1	$712K	Sell	8,708 -646	-7%	-$52.1K	0.2%	43
2024 Q4	$707K	Buy	9,354 +126	+1%	+$9.98K	0.2%	45
2024 Q3	$772K	Hold	9,228	–	–	0.23%	43
2024 Q2	$723K	Buy	9,228 +125	+1%	+$9.9K	0.23%	41
2024 Q1	$727K	Hold	9,103	–	–	0.24%	42
2023 Q4	$686K	Sell	9,103 -292	-3%	-$20.6K	0.25%	42
2023 Q3	$647K	Hold	9,395	–	–	0.26%	40
2023 Q2	$681K	Buy	9,395 +129	+1%	+$9.37K	0.26%	44
2023 Q1	$663K	Sell	9,266 -611	-6%	-$42.7K	0.27%	40
2022 Q4	$648K	Buy	9,877 +31	+0.3%	+$1.94K	0.27%	41
2022 Q3	$551K	Sell	9,846 -265	-3%	-$16.5K	0.25%	50
2022 Q2	$631K	Buy	10,111 +171	+2%	+$11.6K	0.27%	47
2022 Q1	$731K	Buy	9,940 +15	+0.2%	+$1.12K	0.28%	50
2021 Q4	$780K	Sell	9,925 -1,396	-12%	-$111K	0.28%	43
2021 Q3	$883K	Sell	11,321 -18,800	-62%	-$1.5M	0.32%	40
2021 Q2	$2.38M	Sell	30,121 -92	-0.3%	-$7.31K	0.92%	23
2021 Q1	$2.29M	Sell	30,213 -162	-0.5%	-$12.2K	0.95%	24
2020 Q4	$2.22M	Sell	30,375 -638	-2%	-$43.6K	1.02%	23
2020 Q3	$1.97M	Sell	31,013 -442	-1%	-$28.3K	1.09%	24
2020 Q2	$1.91M	Buy	31,455 +490	+2%	+$28.3K	1.06%	24
2020 Q1	$1.66M	Buy	30,965 +419	+1%	+$26.6K	1.08%	23
2019 Q4	$2.12M	Buy	30,546 +79	+0.3%	+$5.34K	1.04%	20
2019 Q3	$1.99M	Sell	30,467 -656	-2%	-$42.3K	1.09%	19
2019 Q2	$2.04M	Buy	31,123 +292	+0.9%	+$19.1K	1.16%	19
2019 Q1	$2M	Sell	30,831 -1,581	-5%	-$99.6K	1.18%	19
2018 Q4	$1.91M	Buy	+32,412	New	+$2.02M	1.24%	15

Other funds holding EFA

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Guidance Point Advisors's EFA Position: Q2 2026 in Review

Guidance Point Advisors increased its iShares MSCI EAFE ETF (EFA) stake by 2.3% in Q2 2026, buying an estimated $20K and bringing the position to 8,755 shares worth $910K. The position accounts for 0.19% of the portfolio, ranked #47.

Guidance Point Advisors first reported a position in EFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.38M in Q2 2021. 2,262 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Guidance Point Advisors held 8,755 shares of iShares MSCI EAFE ETF worth $910K as of Q2 2026.
Guidance Point Advisors bought 194 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $20K.
iShares MSCI EAFE ETF made up 0.19% of Guidance Point Advisors's portfolio in Q2 2026, its #47 holding.
Guidance Point Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
Guidance Point Advisors's iShares MSCI EAFE ETF position peaked at $2.38M in Q2 2021.
2,262 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.