Trivium Point Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Trivium Point Advisory’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 Q1	$273K	Hold	2,815	–	–	0.05%	245
2025 Q4	$270K	Hold	2,815	–	–	0.03%	299
2025 Q3	$263K	Hold	2,815	–	–	0.03%	310
2025 Q2	$252K	Hold	2,815	–	–	0.03%	304
2025 Q1	$230K	Hold	2,815	–	–	0.03%	316
2024 Q4	$213K	Buy	+2,815	New	+$223K	0.03%	325

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

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

NMIMC

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

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

Trivium Point Advisory's EFA Position: Q1 2026 in Review

Trivium Point Advisory held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 2,815 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #245.

Trivium Point Advisory first reported a position in EFA in Q4 2024 and has held it in 6 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Trivium Point Advisory held 2,815 shares of iShares MSCI EAFE ETF worth $273K as of Q1 2026.
Trivium Point Advisory left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.05% of Trivium Point Advisory's portfolio in Q1 2026, its #245 holding.
Trivium Point Advisory first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.