Basepoint Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Basepoint Wealth’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-221	Closed	-$25.2K	–	647
2025 Q4	$25.2K	Buy	+221	New	+$25.3K	0.02%	288

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Basepoint Wealth's EFG Position: Q1 2026 in Review

Basepoint Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 221 shares — an estimated $25.2K sold.

Basepoint Wealth first reported a position in EFG in Q4 2025 and held it in 1 quarter. The position peaked at $25.2K in Q4 2025. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Basepoint Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Basepoint Wealth sold 221 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $25.2K.
Basepoint Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and held it in 1 quarter.
Basepoint Wealth's iShares MSCI EAFE Growth ETF position peaked at $25.2K in Q4 2025.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.