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Towerpoint Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Towerpoint Wealth’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
2026
Q2 		$1.42M Buy
13,698
+9
+0.1% +$926 0.49% 40
2026
Q1 		$1.33M Sell
13,689
-460
-3% -$46K 0.54% 36
2025
Q4 		$1.36M Buy
14,149
+501
+4% +$47.5K 0.54% 36
2025
Q3 		$1.27M Sell
13,648
-160
-1% -$14.5K 0.52% 36
2025
Q2 		$1.23M Sell
13,808
-432
-3% -$36.9K 0.55% 35
2025
Q1 		$1.16M Sell
14,240
-55
-0.4% -$4.43K 0.58% 33
2024
Q4 		$1.08M Buy
14,295
+15
+0.1% +$1.19K 0.53% 34
2024
Q3 		$1.19M Sell
14,280
-245
-2% -$19.7K 0.57% 30
2024
Q2 		$1.14M Sell
14,525
-40
-0.3% -$3.17K 0.57% 30
2024
Q1 		$1.16M Sell
14,565
-45
-0.3% -$3.44K 0.58% 30
2023
Q4 		$1.1M Hold
14,610
– – 0.6% 29
2023
Q3 		$1.01M Sell
14,610
-1,555
-10% -$111K 0.6% 30
2023
Q2 		$1.17M Buy
16,165
+1,020
+7% +$74.1K 0.66% 29
2023
Q1 		$1.08M Hold
15,145
– – 0.62% 28
2022
Q4 		$994K Sell
15,145
-345
-2% -$21.6K 0.57% 33
2022
Q3 		$868K Sell
15,490
-942
-6% -$58.7K 0.52% 36
2022
Q2 		$1.03M Sell
16,432
-1,090
-6% -$74.2K 0.61% 33
2022
Q1 		$1.29M Sell
17,522
-1,515
-8% -$113K 0.64% 30
2021
Q4 		$1.5M Sell
19,037
-225
-1% -$17.8K 0.71% 29
2021
Q3 		$1.5M Sell
19,262
-189
-1% -$15.1K 0.75% 27
2021
Q2 		$1.53M Sell
19,451
-330
-2% -$26.2K 0.76% 28
2021
Q1 		$1.5M Sell
19,781
-185
-0.9% -$13.9K 0.72% 25
2020
Q4 		$1.46M Hold
19,966
– – 0.73% 26
2020
Q3 		$1.27M Sell
19,966
-460
-2% -$29.4K 0.71% 26
2020
Q2 		$1.24M Sell
20,426
-6,743
-25% -$390K 0.77% 26
2020
Q1 		$1.45M Sell
27,169
-520
-2% -$33K 1.15% 23
2019
Q4 		$1.92M Sell
27,689
-150
-0.5% -$10.1K 1.27% 21
2019
Q3 		$1.81M Sell
27,839
-305
-1% -$19.7K 1.23% 21
2019
Q2 		$1.81M Sell
28,144
-1,671
-6% -$109K 1.27% 19
2019
Q1 		$1.93M Sell
29,815
-1,675
-5% -$106K 1.35% 19
2018
Q4 		$1.85M Buy
31,490
+17,004
+117% +$1.06M 1.48% 18
2018
Q3 		$985K Sell
14,486
-646
-4% -$43.6K 0.82% 18
2018
Q2 		$1.01M Sell
15,132
-560
-4% -$39.3K 0.95% 19
2018
Q1 		$1.09M Buy
15,692
+251
+2% +$17.9K 1.21% 18
2017
Q4 		$1.09M Buy
+15,441
New +$1.07M 1.44% 15

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Towerpoint Wealth's EFA Position: Q2 2026 in Review

Towerpoint Wealth increased its iShares MSCI EAFE ETF (EFA) stake by 0.07% in Q2 2026, buying an estimated $926 and bringing the position to 13,698 shares worth $1.42M. The position accounts for 0.49% of the portfolio, ranked #40.

Towerpoint Wealth first reported a position in EFA in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.93M in Q1 2019. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Towerpoint Wealth held 13,698 shares of iShares MSCI EAFE ETF worth $1.42M as of Q2 2026.
  • Towerpoint Wealth bought 9 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $926.
  • iShares MSCI EAFE ETF made up 0.49% of Towerpoint Wealth's portfolio in Q2 2026, its #40 holding.
  • Towerpoint Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
  • Towerpoint Wealth's iShares MSCI EAFE ETF position peaked at $1.93M in Q1 2019.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.