Sunpointe’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sunpointe’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
2026 Q2	$577K	Buy	+5,975	New	+$574K	0.16%	130
2025 Q2	–	Sell	-3,139	Closed	-$237K	–	240
2025 Q1	$237K	Hold	3,139	–	–	0.13%	152
2024 Q4	$221K	Buy	3,139 +38	+1%	+$2.8K	0.11%	167
2024 Q3	$242K	Sell	3,101 -60,289	-95%	-$4.51M	0.2%	134
2024 Q2	$4.6M	Buy	63,390 +59,979	+1,758%	+$4.41M	3%	6
2024 Q1	$253K	Buy	3,411 +399	+13%	+$28.4K	0.28%	108
2023 Q4	$212K	Buy	+3,012	New	+$199K	0.27%	118

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sunpointe's IEFA Position: Q2 2026 in Review

Sunpointe opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 5,975 shares worth $577K. The stake represents 0.16% of the portfolio and ranks #130 among its holdings. This is a return to the name: Sunpointe previously reported a position in IEFA as recently as Q1 2025.

Sunpointe first reported a position in IEFA in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.6M in Q2 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Sunpointe held 5,975 shares of iShares Core MSCI EAFE ETF worth $577K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Sunpointe position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.16% of Sunpointe's portfolio in Q2 2026, its #130 holding.
Sunpointe first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 7 quarters since.
Sunpointe's iShares Core MSCI EAFE ETF position peaked at $4.6M in Q2 2024.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.