Twelve Points Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Twelve Points Wealth Management’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	$242K	Sell	2,333 -23	-1%	-$2.37K	0.05%	187
2026 Q1	$229K	Buy	+2,356	New	+$236K	0.05%	182
2023 Q4	–	Sell	-3,958	Closed	-$273K	–	167
2023 Q3	$273K	Buy	+3,958	New	+$284K	0.14%	143

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

Twelve Points Wealth Management's EFA Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.98% in Q2 2026, selling an estimated $2.37K and leaving 2,333 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #187.

Twelve Points Wealth Management first reported a position in EFA in Q3 2023 and has held it in 3 quarters since. The position peaked at $273K in Q3 2023. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Twelve Points Wealth Management held 2,333 shares of iShares MSCI EAFE ETF worth $242K as of Q2 2026.
Twelve Points Wealth Management sold 23 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.37K.
iShares MSCI EAFE ETF made up 0.05% of Twelve Points Wealth Management's portfolio in Q2 2026, its #187 holding.
Twelve Points Wealth Management first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 3 quarters since.
Twelve Points Wealth Management's iShares MSCI EAFE ETF position peaked at $273K in Q3 2023.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.