Guidance Point Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Guidance Point Advisors’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	$408K	Hold	3,663	–	–	0.1%	67
2025 Q4	$417K	Hold	3,663	–	–	0.1%	63
2025 Q3	$417K	Hold	3,663	–	–	0.1%	61
2025 Q2	$410K	Hold	3,663	–	–	0.11%	59
2025 Q1	$366K	Hold	3,663	–	–	0.1%	59
2024 Q4	$355K	Buy	+3,663	New	+$372K	0.1%	64
2022 Q4	–	Sell	-4,079	Closed	-$295K	–	82
2022 Q3	$295K	Sell	4,079 -3,114	-43%	-$254K	0.13%	65
2022 Q2	$578K	Buy	7,193 +72	+1%	+$6.25K	0.25%	51
2022 Q1	$685K	Buy	7,121 +252	+4%	+$24.8K	0.26%	53
2021 Q4	$757K	Buy	6,869 +41	+0.6%	+$4.49K	0.27%	45
2021 Q3	$727K	Buy	6,828 +250	+4%	+$27.5K	0.27%	46
2021 Q2	$705K	Buy	6,578 +53	+0.8%	+$5.63K	0.27%	49
2021 Q1	$655K	Hold	6,525	–	–	0.27%	48
2020 Q4	$658K	Buy	6,525 +55	+0.9%	+$5.2K	0.3%	46
2020 Q3	$581K	Buy	6,470 +1,150	+22%	+$102K	0.32%	43
2020 Q2	$442K	Buy	+5,320	New	+$415K	0.25%	51

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

Guidance Point Advisors's EFG Position: Q1 2026 in Review

Guidance Point Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q1 2026 at 3,663 shares worth $408K. The position accounts for 0.1% of the portfolio, ranked #67.

Guidance Point Advisors first reported a position in EFG in Q2 2020 and has held it in 16 quarters since. The position peaked at $757K in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Guidance Point Advisors held 3,663 shares of iShares MSCI EAFE Growth ETF worth $408K as of Q1 2026.
Guidance Point Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.1% of Guidance Point Advisors's portfolio in Q1 2026, its #67 holding.
Guidance Point Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 16 quarters since.
Guidance Point Advisors's iShares MSCI EAFE Growth ETF position peaked at $757K in Q4 2021.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.