Shorepoint Capital Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Shorepoint Capital Partners’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
2025 Q3	$4.59M	Buy	+49,194	New	+$4.47M	0.91%	45
2025 Q1	$4.04M	Sell	49,443 -1,996	-4%	-$161K	0.91%	49
2024 Q4	$3.89M	Buy	51,439 +174	+0.3%	+$13.8K	0.89%	42
2024 Q3	$4.29M	Sell	51,265 -10,748	-17%	-$865K	0.98%	40
2024 Q2	$4.86M	Buy	62,013 +351	+0.6%	+$27.8K	1.14%	33
2024 Q1	$4.92M	Sell	61,662 -1,518	-2%	-$116K	1.2%	35
2023 Q4	$4.76M	Buy	63,180 +49,668	+368%	+$3.51M	1.28%	29
2023 Q3	$931K	Sell	13,512 -1,785	-12%	-$128K	0.27%	81
2023 Q2	$1.11M	Buy	15,297 +1,375	+10%	+$99.8K	0.31%	79
2023 Q1	$996K	Sell	13,922 -125	-0.9%	-$8.74K	0.29%	84
2022 Q4	$922K	Buy	+14,047	New	+$880K	0.26%	92

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shorepoint Capital Partners's EFA Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in iShares MSCI EAFE ETF (EFA) in Q3 2025: 49,194 shares worth $4.59M. The stake represents 0.91% of the portfolio and ranks #45 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in EFA as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in EFA in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.92M in Q1 2024. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

Shorepoint Capital Partners held 49,194 shares of iShares MSCI EAFE ETF worth $4.59M as of Q3 2025.
iShares MSCI EAFE ETF was a new Shorepoint Capital Partners position in Q3 2025.
iShares MSCI EAFE ETF made up 0.91% of Shorepoint Capital Partners's portfolio in Q3 2025, its #45 holding.
Shorepoint Capital Partners first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 11 quarters since.
Shorepoint Capital Partners's iShares MSCI EAFE ETF position peaked at $4.92M in Q1 2024.
2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.