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SignalPoint Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

SignalPoint Asset Management’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 		$516K Hold
6,831
– – 0.13% 131
2024
Q3 		$573K Hold
6,831
– – 0.13% 140
2024
Q2 		$535K Sell
6,831
-129
-2% -$10.2K 0.14% 144
2024
Q1 		$556K Buy
6,960
+7
+0.1% +$535 0.15% 133
2023
Q4 		$523K Buy
6,953
+1,925
+38% +$136K 0.15% 128
2023
Q3 		$347K Hold
5,028
– – 0.11% 159
2023
Q2 		$365K Hold
5,028
– – 0.11% 157
2023
Q1 		$360K Hold
5,028
– – 0.11% 159
2022
Q4 		$330K Buy
5,028
+90
+2% +$5.64K 0.12% 162
2022
Q3 		$276K Buy
4,938
+129
+3% +$8.04K 0.11% 171
2022
Q2 		$30K Hold
4,809
– – 0.01% 213
2022
Q1 		$354K Hold
4,809
– – 0.11% 162
2021
Q4 		$378K Buy
4,809
+309
+7% +$24.5K 0.12% 157
2021
Q3 		$351K Buy
4,500
+115
+3% +$9.2K 0.11% 161
2021
Q2 		$346K Sell
4,385
-200
-4% -$15.9K 0.11% 165
2021
Q1 		$348K Hold
4,585
– – 0.12% 157
2020
Q4 		$335K Hold
4,585
– – 0.13% 154
2020
Q3 		$292K Hold
4,585
– – 0.12% 159
2020
Q2 		$279K Hold
4,585
– – 0.13% 150
2020
Q1 		$245K Hold
4,585
– – 0.13% 147
2019
Q4 		$318K Sell
4,585
-8
-0.2% -$540 0.13% 145
2019
Q3 		$300K Buy
4,593
+91
+2% +$5.86K 0.13% 166
2019
Q2 		$296K Sell
4,502
-650
-13% -$42.5K 0.14% 171
2019
Q1 		$334K Hold
5,152
– – 0.15% 157
2018
Q4 		$303K Sell
5,152
-200
-4% -$12.5K 0.15% 158
2018
Q3 		$364K Sell
5,352
-850
-14% -$57.4K 0.16% 148
2018
Q2 		$416K Buy
6,202
+227
+4% +$15.9K 0.2% 131
2018
Q1 		$416K Sell
5,975
-350
-6% -$25K 0.2% 133
2017
Q4 		$445K Sell
6,325
-27
-0.4% -$1.88K 0.22% 128
2017
Q3 		$434K Buy
+6,352
New +$425K 0.22% 125
2017
Q1 		– Sell
-6,627
Closed -$383K – 166
2016
Q4 		$383K Buy
+6,627
New +$382K 0.1% 175

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SignalPoint Asset Management's EFA Position: Q4 2024 in Review

SignalPoint Asset Management held its iShares MSCI EAFE ETF (EFA) position steady in Q4 2024 at 6,831 shares worth $516K. The position accounts for 0.13% of the portfolio, ranked #131.

SignalPoint Asset Management first reported a position in EFA in Q4 2016 and has held it in 31 quarters since. The position peaked at $573K in Q3 2024. 1,945 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

  • SignalPoint Asset Management held 6,831 shares of iShares MSCI EAFE ETF worth $516K as of Q4 2024.
  • SignalPoint Asset Management left its iShares MSCI EAFE ETF share count unchanged in Q4 2024.
  • iShares MSCI EAFE ETF made up 0.13% of SignalPoint Asset Management's portfolio in Q4 2024, its #131 holding.
  • SignalPoint Asset Management first reported a position in iShares MSCI EAFE ETF in Q4 2016 and has held it in 31 quarters since.
  • SignalPoint Asset Management's iShares MSCI EAFE ETF position peaked at $573K in Q3 2024.
  • 1,945 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.