Viewpoint Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Viewpoint Capital 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 Q1	$2.47M	Buy	25,408 +1,370	+6%	+$137K	1.15%	26
2025 Q4	$2.31M	Buy	24,038 +941	+4%	+$89.3K	1%	30
2025 Q3	$2.16M	Buy	23,097 +670	+3%	+$60.9K	0.95%	32
2025 Q2	$2M	Sell	22,427 -1,323	-6%	-$113K	0.98%	31
2025 Q1	$1.94M	Buy	23,750 +2,095	+10%	+$169K	1.04%	29
2024 Q4	$1.64M	Buy	21,655 +6,900	+47%	+$546K	0.86%	32
2024 Q3	$1.24M	Buy	14,755 +2,215	+18%	+$178K	0.69%	37
2024 Q2	$982K	Hold	12,540	–	–	0.6%	43
2024 Q1	$1M	Buy	12,540 +240	+2%	+$18.4K	0.64%	40
2023 Q4	$927K	Hold	12,300	–	–	0.65%	41
2023 Q3	$848K	Buy	12,300 +200	+2%	+$14.3K	0.68%	39
2023 Q2	$877K	Buy	12,100 +4,125	+52%	+$300K	0.68%	39
2023 Q1	$570K	Sell	7,975 -70	-0.9%	-$4.9K	0.51%	47
2022 Q4	$528K	Sell	8,045 -30	-0.4%	-$1.88K	0.51%	47
2022 Q3	$452K	Hold	8,075	–	–	0.45%	52
2022 Q2	$505K	Sell	8,075 -87	-1%	-$5.92K	0.47%	49
2022 Q1	$601K	Hold	8,162	–	–	0.46%	48
2021 Q4	$642K	Buy	+8,162	New	+$646K	0.47%	50

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

Viewpoint Capital Management's EFA Position: Q1 2026 in Review

Viewpoint Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 5.7% in Q1 2026, buying an estimated $137K and bringing the position to 25,408 shares worth $2.47M. The position accounts for 1.15% of the portfolio, ranked #26.

Viewpoint Capital Management first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Viewpoint Capital Management held 25,408 shares of iShares MSCI EAFE ETF worth $2.47M as of Q1 2026.
Viewpoint Capital Management bought 1,370 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $137K.
iShares MSCI EAFE ETF made up 1.15% of Viewpoint Capital Management's portfolio in Q1 2026, its #26 holding.
Viewpoint Capital Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.