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Belpointe Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Belpointe Asset Management’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
Q2 		$11.4M Buy
91,965
+3,214
+4% +$388K 0.37% 49
2026
Q1 		$9.88M Buy
88,751
+9,776
+12% +$1.15M 0.36% 53
2025
Q4 		$9M Buy
78,975
+4,209
+6% +$483K 0.33% 53
2025
Q3 		$8.51M Buy
74,766
+3,293
+5% +$367K 0.33% 58
2025
Q2 		$8M Sell
71,473
-743
-1% -$78.4K 0.33% 56
2025
Q1 		$7.22M Buy
72,216
+69,851
+2,954% +$7.12M 0.38% 44
2024
Q4 		$253K Buy
2,365
+242
+11% +$24.6K 0.02% 722
2024
Q3 		$229K Sell
2,123
-4,201
-66% -$436K 0.01% 762
2024
Q2 		$647K Buy
+6,324
New +$646K 0.05% 396
2023
Q2 		– Sell
-28,407
Closed -$2.66M – 1341
2023
Q1 		$2.66M Buy
28,407
+3,699
+15% +$333K 0.14% 141
2022
Q4 		$2.07M Sell
24,708
-2,915
-11% -$236K 0.13% 169
2022
Q3 		$2M Buy
27,623
+6,885
+33% +$562K 0.14% 158
2022
Q2 		$1.67M Buy
20,738
+4,582
+28% +$398K 0.11% 195
2022
Q1 		$1.55M Sell
16,156
-6,654
-29% -$654K 0.09% 230
2021
Q4 		$2.52M Buy
22,810
+764
+3% +$83.7K 0.16% 133
2021
Q3 		$2.35M Buy
22,046
+5,055
+30% +$557K 0.16% 133
2021
Q2 		$1.82M Sell
16,991
-2,401
-12% -$255K 0.13% 168
2021
Q1 		$1.95M Buy
19,392
+3,280
+20% +$334K 0.17% 134
2020
Q4 		$1.63M Buy
16,112
+3,113
+24% +$295K 0.15% 155
2020
Q3 		$1.17M Sell
12,999
-309
-2% -$27.4K 0.13% 175
2020
Q2 		$1.11M Buy
+13,308
New +$1.04M 0.14% 153
2018
Q4 		– Sell
-1,632
Closed -$131K – 534
2018
Q3 		$131K Buy
+1,632
New +$130K 0.02% 566

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Belpointe Asset Management's EFG Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.6% in Q2 2026, buying an estimated $388K and bringing the position to 91,965 shares worth $11.4M. The position accounts for 0.37% of the portfolio, ranked #49.

Belpointe Asset Management first reported a position in EFG in Q3 2018 and has held it in 22 quarters since. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Belpointe Asset Management held 91,965 shares of iShares MSCI EAFE Growth ETF worth $11.4M as of Q2 2026.
  • Belpointe Asset Management bought 3,214 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $388K.
  • iShares MSCI EAFE Growth ETF made up 0.37% of Belpointe Asset Management's portfolio in Q2 2026, its #49 holding.
  • Belpointe Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2018 and has held it in 22 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.