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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
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

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

Trust Point Inc's EFA Position: Q2 2026 in Review

Trust Point Inc reduced its iShares MSCI EAFE ETF (EFA) stake by 2% in Q2 2026, selling an estimated $33.2K and leaving 15,907 shares worth $1.65M. The position accounts for 0.14% of the portfolio, ranked #86.

Trust Point Inc first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Trust Point Inc held 15,907 shares of iShares MSCI EAFE ETF worth $1.65M as of Q2 2026.
  • Trust Point Inc sold 323 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $33.2K.
  • iShares MSCI EAFE ETF made up 0.14% of Trust Point Inc's portfolio in Q2 2026, its #86 holding.
  • Trust Point Inc first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.