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North Point Portfolio Managers’s iShares MSCI EAFE ETF EFA Stock Holding History

North Point Portfolio Managers’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
2024
Q4 		– Sell
-2,548
Closed -$213K – 76
2024
Q3 		$213K Buy
+2,548
New +$205K 0.03% 88

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

North Point Portfolio Managers's EFA Position: Q4 2024 in Review

North Point Portfolio Managers sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 2,548 shares — an estimated $213K sold.

North Point Portfolio Managers first reported a position in EFA in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 1,940 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • North Point Portfolio Managers reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • North Point Portfolio Managers sold 2,548 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $213K.
  • North Point Portfolio Managers first reported a position in iShares MSCI EAFE ETF in Q3 2024 and held it in 1 quarter.
  • North Point Portfolio Managers's iShares MSCI EAFE ETF position peaked at $213K in Q3 2024.
  • 1,940 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on North Point Portfolio Managers's 13F filing for Q4 2024, filed 22 Jan 2025.