Old Point Trust & Financial Services N A’s iShares MSCI EAFE ETF EFA Stock Holding History

Old Point Trust & Financial Services N A’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
2022 Q2	–	Sell	-3,135	Closed	-$231K	–	81
2022 Q1	$231K	Hold	3,135	–	–	0.09%	73
2021 Q4	$247K	Hold	3,135	–	–	0.1%	72
2021 Q3	$245K	Hold	3,135	–	–	0.11%	68
2021 Q2	$247K	Hold	3,135	–	–	0.11%	69
2021 Q1	$238K	Buy	+3,135	New	+$236K	0.11%	66

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Old Point Trust & Financial Services N A's EFA Position: Q2 2022 in Review

Old Point Trust & Financial Services N A sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 3,135 shares — an estimated $231K sold.

Old Point Trust & Financial Services N A first reported a position in EFA in Q1 2021 and held it in 5 quarters. The position peaked at $247K in Q4 2021. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Old Point Trust & Financial Services N A reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Old Point Trust & Financial Services N A sold 3,135 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $231K.
Old Point Trust & Financial Services N A first reported a position in iShares MSCI EAFE ETF in Q1 2021 and held it in 5 quarters.
Old Point Trust & Financial Services N A's iShares MSCI EAFE ETF position peaked at $247K in Q4 2021.
1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2022, filed 29 Jul 2022.