Pointe Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Pointe Capital 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 Q1	$763K	Buy	6,848 +1,579	+30%	+$186K	0.38%	55
2025 Q4	$600K	Buy	5,269 +569	+12%	+$65.2K	0.3%	72
2025 Q3	$535K	Buy	4,700 +1,059	+29%	+$118K	0.26%	83
2025 Q2	$408K	Buy	3,641 +1,299	+55%	+$137K	0.21%	105
2025 Q1	$234K	Buy	+2,342	New	+$239K	0.14%	140
2024 Q2	–	Sell	-2,020	Closed	-$210K	–	160
2024 Q1	$210K	Buy	+2,020	New	+$201K	0.13%	152
2023 Q2	–	Sell	-233	Closed	-$21.8K	–	222
2023 Q1	$21.8K	Buy	+233	New	+$21K	0.02%	272
2017 Q1	–	Sell	-23,389	Closed	-$1.49M	–	164
2016 Q4	$1.49M	Buy	+23,389	New	+$1.51M	0.85%	32

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

Pointe Capital Management's EFG Position: Q1 2026 in Review

Pointe Capital Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 30% in Q1 2026, buying an estimated $186K and bringing the position to 6,848 shares worth $763K. The position accounts for 0.38% of the portfolio, ranked #55.

Pointe Capital Management first reported a position in EFG in Q4 2016 and has held it in 8 quarters since. The position peaked at $1.49M in Q4 2016. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Pointe Capital Management held 6,848 shares of iShares MSCI EAFE Growth ETF worth $763K as of Q1 2026.
Pointe Capital Management bought 1,579 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $186K.
iShares MSCI EAFE Growth ETF made up 0.38% of Pointe Capital Management's portfolio in Q1 2026, its #55 holding.
Pointe Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and has held it in 8 quarters since.
Pointe Capital Management's iShares MSCI EAFE Growth ETF position peaked at $1.49M in Q4 2016.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.