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

Running Point Capital Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$388K	Hold	4,332	–	–	0.11%	98
2025 Q3	$378K	Hold	4,332	–	–	0.1%	97
2025 Q2	$362K	Hold	4,332	–	–	0.1%	97
2025 Q1	$328K	Buy	4,332 +1,244	+40%	+$93K	0.1%	95
2024 Q4	$217K	Hold	3,088	–	–	0.07%	99
2024 Q3	$241K	Hold	3,088	–	–	0.09%	85
2024 Q2	$224K	Buy	3,088 +94	+3%	+$6.92K	0.09%	89
2024 Q1	$222K	Sell	2,994 -153	-5%	-$10.9K	0.1%	86
2023 Q4	$221K	Sell	3,147 -1	-0%	-$66	0.11%	94
2023 Q3	$203K	Buy	3,148 +153	+5%	+$10.2K	0.12%	94
2023 Q2	$202K	Buy	2,995 +40	+1%	+$2.71K	0.11%	97
2023 Q1	$198K	Hold	2,955	–	–	0.12%	94
2022 Q4	$182K	Hold	2,955	–	–	0.11%	108
2022 Q3	$156K	Buy	2,955 +2,900	+5,273%	+$171K	0.1%	102
2022 Q2	$3K	Hold	55	–	–	﹤0.01%	221
2022 Q1	$4K	Hold	55	–	–	﹤0.01%	210
2021 Q4	$4K	Sell	55 -388	-88%	-$29.2K	﹤0.01%	113
2021 Q3	$33K	Hold	443	–	–	0.01%	137
2021 Q2	$33K	Hold	443	–	–	0.02%	123
2021 Q1	$32K	Hold	443	–	–	0.02%	109
2020 Q4	$31K	Buy	+443	New	+$28.6K	0.02%	102

Other funds holding IEFA

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

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Running Point Capital Advisors's IEFA Position: Q4 2025 in Review

Running Point Capital Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q4 2025 at 4,332 shares worth $388K. The position accounts for 0.11% of the portfolio, ranked #98.

Running Point Capital Advisors first reported a position in IEFA in Q4 2020 and has held it in 21 quarters since. 2,338 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

Running Point Capital Advisors held 4,332 shares of iShares Core MSCI EAFE ETF worth $388K as of Q4 2025.
Running Point Capital Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q4 2025.
iShares Core MSCI EAFE ETF made up 0.11% of Running Point Capital Advisors's portfolio in Q4 2025, its #98 holding.
Running Point Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
2,338 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.