Single Point Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Single Point 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
2024 Q2	–	Sell	-10,420	Closed	-$198K	–	40
2024 Q1	$198K	Buy	+10,420	New	+$797K	0.05%	77
2023 Q1	–	Sell	-3,869	Closed	-$254K	–	162
2022 Q4	$254K	Buy	+3,869	New	+$242K	0.06%	123
2022 Q2	–	Sell	-4,031	Closed	-$297K	–	138
2022 Q1	$297K	Sell	4,031 -349	-8%	-$26.1K	0.08%	81
2021 Q4	$345K	Buy	+4,380	New	+$347K	0.09%	58
2021 Q3	–	Sell	-4,546	Closed	-$359K	–	42
2021 Q2	$359K	Buy	4,546 +1,280	+39%	+$102K	0.12%	50
2021 Q1	$251K	Hold	3,266	–	–	0.09%	63
2020 Q4	$238K	Buy	3,266 +61	+2%	+$4.17K	0.11%	64
2020 Q3	$204K	Buy	+3,205	New	+$205K	0.11%	65
2020 Q2	–	Sell	-5,705	Closed	-$305K	–	68
2020 Q1	$305K	Sell	5,705 -7,458	-57%	-$473K	0.21%	51
2019 Q4	$914K	Buy	+13,163	New	+$889K	0.55%	24

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Single Point Partners's EFA Position: Q2 2024 in Review

Single Point Partners sold out of iShares MSCI EAFE ETF (EFA) in Q2 2024, closing a stake of 10,420 shares — an estimated $198K sold.

Single Point Partners first reported a position in EFA in Q4 2019 and held it in 10 quarters. The position peaked at $914K in Q4 2019. 1,852 funds tracked by Wall St. Rank hold EFA as of Q2 2024.

Single Point Partners reported no remaining iShares MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Single Point Partners sold 10,420 iShares MSCI EAFE ETF shares in Q2 2024, an estimated $198K.
Single Point Partners first reported a position in iShares MSCI EAFE ETF in Q4 2019 and held it in 10 quarters.
Single Point Partners's iShares MSCI EAFE ETF position peaked at $914K in Q4 2019.
1,852 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2024.

Based on Single Point Partners's 13F filing for Q2 2024, filed 12 Jul 2024.