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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 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. 2,265 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.
2,265 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.