Whalerock Point Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Whalerock Point Partners’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	$947K	Hold	9,750	–	–	0.18%	77
2025 Q4	$936K	Hold	9,750	–	–	0.18%	79
2025 Q3	$910K	Hold	9,750	–	–	0.18%	73
2025 Q2	$872K	Hold	9,750	–	–	0.19%	79
2025 Q1	$797K	Hold	9,750	–	–	0.19%	79
2024 Q4	$737K	Hold	9,750	–	–	0.17%	82
2024 Q3	$815K	Hold	9,750	–	–	0.19%	80
2024 Q2	$764K	Hold	9,750	–	–	0.2%	76
2024 Q1	$779K	Hold	9,750	–	–	0.21%	75
2023 Q4	$735K	Hold	9,750	–	–	0.23%	76
2023 Q3	$672K	Hold	9,750	–	–	0.23%	75
2023 Q2	$707K	Hold	9,750	–	–	0.24%	71
2023 Q1	$697K	Hold	9,750	–	–	0.26%	69
2022 Q4	$640K	Sell	9,750 -750	-7%	-$47K	0.26%	70
2022 Q3	$588K	Hold	10,500	–	–	0.26%	69
2022 Q2	$656K	Sell	10,500 -831	-7%	-$56.6K	0.28%	67
2022 Q1	$834K	Hold	11,331	–	–	0.3%	65
2021 Q4	$892K	Hold	11,331	–	–	0.31%	63
2021 Q3	$884K	Hold	11,331	–	–	0.34%	62
2021 Q2	$894K	Hold	11,331	–	–	0.34%	60
2021 Q1	$860K	Hold	11,331	–	–	0.38%	57
2020 Q4	$827K	Buy	11,331 +10,581	+1,411%	+$724K	0.39%	57
2020 Q3	$750K	Sell	750 -11,033	-94%	-$706K	0.41%	58
2020 Q2	$717K	Sell	11,783 -15,100	-56%	-$873K	0.42%	62
2020 Q1	$1.44M	Buy	26,883 +8,106	+43%	+$514K	1.03%	31
2019 Q4	$1.3M	Sell	18,777 -66	-0.4%	-$4.46K	0.69%	42
2019 Q3	$1.23M	Sell	18,843 -570	-3%	-$36.7K	0.66%	43
2019 Q2	$1.28M	Sell	19,413 -74	-0.4%	-$4.84K	0.73%	39
2019 Q1	$1.26M	Buy	19,487 +13,795	+242%	+$869K	0.83%	38
2018 Q4	$335K	Sell	5,692 -9,059	-61%	-$566K	0.31%	70
2018 Q3	$1M	Sell	14,751 -990	-6%	-$66.9K	0.73%	41
2018 Q2	$1.05M	Sell	15,741 -2,052	-12%	-$144K	0.84%	35
2018 Q1	$1.24M	Buy	17,793 +4,285	+32%	+$306K	0.4%	52
2017 Q4	$950K	Sell	13,508 -150	-1%	-$10.4K	0.3%	64
2017 Q3	$935K	Buy	13,658 +4,935	+57%	+$330K	0.33%	60
2017 Q2	$568K	Buy	+8,723	New	+$564K	0.21%	89
2016 Q4	–	Sell	-14,900	Closed	-$881K	–	142
2016 Q3	$881K	Buy	+14,900	New	+$864K	0.36%	53
2016 Q1	$851K	Buy	14,900 +4,120	+38%	+$227K	0.37%	51
2015 Q4	$633K	Hold	10,780	–	–	0.28%	65
2015 Q3	$617K	Buy	+10,780	New	+$666K	0.27%	73
2014 Q4	–	Sell	-5,241	Closed	-$336K	–	145
2014 Q3	$336K	Buy	5,241 +375	+8%	+$25K	0.15%	106
2014 Q2	$332K	Buy	+4,866	New	+$333K	0.16%	99

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

Whalerock Point Partners's EFA Position: Q1 2026 in Review

Whalerock Point Partners held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 9,750 shares worth $947K. The position accounts for 0.18% of the portfolio, ranked #77.

Whalerock Point Partners first reported a position in EFA in Q2 2014 and has held it in 42 quarters since. The position peaked at $1.44M in Q1 2020. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Whalerock Point Partners held 9,750 shares of iShares MSCI EAFE ETF worth $947K as of Q1 2026.
Whalerock Point Partners left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
iShares MSCI EAFE ETF made up 0.18% of Whalerock Point Partners's portfolio in Q1 2026, its #77 holding.
Whalerock Point Partners first reported a position in iShares MSCI EAFE ETF in Q2 2014 and has held it in 42 quarters since.
Whalerock Point Partners's iShares MSCI EAFE ETF position peaked at $1.44M in Q1 2020.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.