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

Hamilton Point Investment 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	$112K	Hold	1,075	–	–	0.02%	154
2026 Q1	$104K	Hold	1,075	–	–	0.02%	148
2025 Q4	$103K	Buy	1,075 +53	+5%	+$5.03K	0.02%	151
2025 Q3	$95.4K	Hold	1,022	–	–	0.01%	135
2025 Q2	$91.4K	Hold	1,022	–	–	0.02%	134
2025 Q1	$83.5K	Hold	1,022	–	–	0.02%	128
2024 Q4	$77.3K	Sell	1,022 -967	-49%	-$76.6K	0.01%	131
2024 Q3	$166K	Hold	1,989	–	–	0.03%	125
2024 Q2	$156K	Hold	1,989	–	–	0.03%	119
2024 Q1	$159K	Hold	1,989	–	–	0.03%	121
2023 Q4	$150K	Buy	1,989 +418	+27%	+$29.5K	0.03%	125
2023 Q3	$108K	Hold	1,571	–	–	0.03%	122
2023 Q2	$114K	Hold	1,571	–	–	0.03%	126
2023 Q1	$112K	Buy	+1,571	New	+$110K	0.03%	123

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

Hamilton Point Investment Advisors's EFA Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 1,075 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #154.

Hamilton Point Investment Advisors first reported a position in EFA in Q1 2023 and has held it in 14 quarters since. The position peaked at $166K in Q3 2024. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Hamilton Point Investment Advisors held 1,075 shares of iShares MSCI EAFE ETF worth $112K as of Q2 2026.
Hamilton Point Investment Advisors left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.02% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #154 holding.
Hamilton Point Investment Advisors first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 14 quarters since.
Hamilton Point Investment Advisors's iShares MSCI EAFE ETF position peaked at $166K in Q3 2024.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.