HighPoint Advisor Group’s iShares MSCI EAFE ETF EFA Stock Holding History

HighPoint Advisor Group’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 Q3	$2.21M	Sell	21,234 -203	-0.9%	-$21.5K	0.08%	199
2026 Q2	$2.23M	Sell	21,437 -1,703	-7%	-$175K	0.08%	198
2026 Q1	$2.25M	Sell	23,140 -2,048	-8%	-$205K	0.09%	183
2025 Q4	$2.42M	Sell	25,188 -1,364	-5%	-$129K	0.05%	289
2025 Q3	$2.48M	Sell	26,552 -1,422	-5%	-$129K	0.11%	158
2025 Q2	$2.5M	Sell	27,974 -36,359	-57%	-$3.1M	0.12%	148
2025 Q1	$5.26M	Buy	+64,333	New	+$5.19M	0.3%	77

Other funds holding EFA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

HighPoint Advisor Group's EFA Position: Q3 2026 in Review

HighPoint Advisor Group reduced its iShares MSCI EAFE ETF (EFA) stake by 0.95% in Q3 2026, selling an estimated $21.5K and leaving 21,234 shares worth $2.21M. The position accounts for 0.08% of the portfolio, ranked #199.

HighPoint Advisor Group first reported a position in EFA in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.26M in Q1 2025. 1,654 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

HighPoint Advisor Group held 21,234 shares of iShares MSCI EAFE ETF worth $2.21M as of Q3 2026.
HighPoint Advisor Group sold 203 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $21.5K.
iShares MSCI EAFE ETF made up 0.08% of HighPoint Advisor Group's portfolio in Q3 2026, its #199 holding.
HighPoint Advisor Group first reported a position in iShares MSCI EAFE ETF in Q1 2025 and has held it in 7 quarters since.
HighPoint Advisor Group's iShares MSCI EAFE ETF position peaked at $5.26M in Q1 2025.
1,654 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on HighPoint Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.