Cedar Point Capital Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cedar Point Capital Partners’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	$572K	Buy	4,598 +1,676	+57%	+$202K	0.33%	44
2026 Q1	$325K	Buy	2,922 +872	+43%	+$103K	0.21%	57
2025 Q4	$233K	Buy	+2,050	New	+$235K	0.15%	68
2025 Q2	–	Sell	-74,805	Closed	-$7.48M	–	67
2025 Q1	$7.48M	Buy	74,805 +1,028	+1%	+$105K	5.02%	8
2024 Q4	$7.14M	Buy	73,777 +2,083	+3%	+$212K	4.83%	9
2024 Q3	$7.72M	Buy	71,694 +130	+0.2%	+$13.5K	5.3%	6
2024 Q2	$7.32M	Buy	71,564 +213	+0.3%	+$21.8K	5.48%	6
2024 Q1	$7.41M	Buy	71,351 +1,449	+2%	+$144K	5.62%	7
2023 Q4	$6.77M	Buy	+69,902	New	+$6.26M	5.6%	7

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cedar Point Capital Partners's EFG Position: Q2 2026 in Review

Cedar Point Capital Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 57% in Q2 2026, buying an estimated $202K and bringing the position to 4,598 shares worth $572K. The position accounts for 0.33% of the portfolio, ranked #44.

Cedar Point Capital Partners first reported a position in EFG in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.72M in Q3 2024. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Cedar Point Capital Partners held 4,598 shares of iShares MSCI EAFE Growth ETF worth $572K as of Q2 2026.
Cedar Point Capital Partners bought 1,676 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $202K.
iShares MSCI EAFE Growth ETF made up 0.33% of Cedar Point Capital Partners's portfolio in Q2 2026, its #44 holding.
Cedar Point Capital Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 9 quarters since.
Cedar Point Capital Partners's iShares MSCI EAFE Growth ETF position peaked at $7.72M in Q3 2024.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.