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

Running Point Capital 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
2021 Q4	–	Sell	-1,753	Closed	-$137K	–	131
2021 Q3	$137K	Hold	1,753	–	–	0.06%	108
2021 Q2	$138K	Hold	1,753	–	–	0.06%	99
2021 Q1	$133K	Hold	1,753	–	–	0.07%	87
2020 Q4	$128K	Buy	+1,753	New	+$120K	0.07%	82

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Running Point Capital Advisors's EFA Position: Q4 2021 in Review

Running Point Capital Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q4 2021, closing a stake of 1,753 shares — an estimated $137K sold.

Running Point Capital Advisors first reported a position in EFA in Q4 2020 and held it in 4 quarters. The position peaked at $138K in Q2 2021. 1,777 funds tracked by Wall St. Rank hold EFA as of Q4 2021.

Running Point Capital Advisors reported no remaining iShares MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
Running Point Capital Advisors sold 1,753 iShares MSCI EAFE ETF shares in Q4 2021, an estimated $137K.
Running Point Capital Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2020 and held it in 4 quarters.
Running Point Capital Advisors's iShares MSCI EAFE ETF position peaked at $138K in Q2 2021.
1,777 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.