WorthPointe’s iShares MSCI EAFE ETF EFA Stock Holding History

WorthPointe’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
2025 Q4	–	Sell	-2,226	Closed	-$208K	–	134
2025 Q3	$208K	Buy	+2,226	New	+$202K	0.08%	102
2025 Q2	–	Sell	-2,848	Closed	-$233K	–	99
2025 Q1	$233K	Buy	+2,848	New	+$230K	0.1%	84
2024 Q4	–	Sell	-2,554	Closed	-$214K	–	93
2024 Q3	$214K	Sell	2,554 -424	-14%	-$34.1K	0.09%	74
2024 Q2	$233K	Sell	2,978 -290	-9%	-$23K	0.11%	66
2024 Q1	$261K	Sell	3,268 -414	-11%	-$31.7K	0.13%	55
2023 Q4	$277K	Buy	3,682 +512	+16%	+$36.2K	0.14%	58
2023 Q3	$218K	Buy	3,170 +75	+2%	+$5.37K	0.13%	64
2023 Q2	$224K	Sell	3,095 -1,027	-25%	-$74.6K	0.14%	52
2023 Q1	$295K	Buy	4,122 +117	+3%	+$8.18K	0.19%	45
2022 Q4	$263K	Buy	+4,005	New	+$251K	0.18%	46
2022 Q1	–	Sell	-4,051	Closed	-$320K	–	48
2021 Q4	$320K	Buy	+4,051	New	+$321K	0.28%	36

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NMIMC

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

WorthPointe's EFA Position: Q4 2025 in Review

WorthPointe sold out of iShares MSCI EAFE ETF (EFA) in Q4 2025, closing a stake of 2,226 shares — an estimated $208K sold.

WorthPointe first reported a position in EFA in Q4 2021 and held it in 11 quarters. The position peaked at $320K in Q4 2021. 2,214 funds tracked by Wall St. Rank hold EFA as of Q4 2025.

WorthPointe reported no remaining iShares MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
WorthPointe sold 2,226 iShares MSCI EAFE ETF shares in Q4 2025, an estimated $208K.
WorthPointe first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 11 quarters.
WorthPointe's iShares MSCI EAFE ETF position peaked at $320K in Q4 2021.
2,214 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2025.

Based on WorthPointe's 13F filing for Q4 2025, filed 26 Jan 2026.