Trust Point Inc
EFA icon

Trust Point Inc’s iShares MSCI EAFE ETF EFA Stock Holding History

Trust Point Inc’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
Q3 		$1.62M Sell
15,621
-286
-2% -$30.3K 0.12% 104
2026
Q2 		$1.65M Sell
15,907
-323
-2% -$33.2K 0.14% 86
2026
Q1 		$1.58M Sell
16,230
-360
-2% -$36K 0.14% 84
2025
Q4 		$1.59M Sell
16,590
-300
-2% -$28.5K 0.13% 79
2025
Q3 		$1.58M Sell
16,890
-90
-0.5% -$8.18K 0.13% 80
2025
Q2 		$1.52M Sell
16,980
-476
-3% -$40.6K 0.14% 75
2025
Q1 		$1.43M Hold
17,456
– – 0.13% 84
2024
Q4 		$1.32M Buy
17,456
+3,967
+29% +$314K 0.09% 116
2024
Q3 		$1.13M Sell
13,489
-49
-0.4% -$3.94K 0.08% 145
2024
Q2 		$1.06M Sell
13,538
-31
-0.2% -$2.46K 0.09% 142
2024
Q1 		$1.08M Buy
13,569
+47
+0.3% +$3.6K 0.09% 142
2023
Q4 		$1.02M Buy
+13,522
New +$956K 0.08% 128

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New York University
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Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
First Horizon Corporation
First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

Trust Point Inc's EFA Position: Q3 2026 in Review

Trust Point Inc reduced its iShares MSCI EAFE ETF (EFA) stake by 1.8% in Q3 2026, selling an estimated $30.3K and leaving 15,621 shares worth $1.62M. The position accounts for 0.12% of the portfolio, ranked #104.

Trust Point Inc first reported a position in EFA in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.65M in Q2 2026. 899 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Trust Point Inc held 15,621 shares of iShares MSCI EAFE ETF worth $1.62M as of Q3 2026.
  • Trust Point Inc sold 286 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $30.3K.
  • iShares MSCI EAFE ETF made up 0.12% of Trust Point Inc's portfolio in Q3 2026, its #104 holding.
  • Trust Point Inc first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 12 quarters since.
  • Trust Point Inc's iShares MSCI EAFE ETF position peaked at $1.65M in Q2 2026.
  • 899 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.