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 Q2	$999K	Buy	8,026 +1,178	+17%	+$142K	0.45%	48
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 $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

Pointe Capital Management's EFG Position: Q2 2026 in Review

Pointe Capital Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 17% in Q2 2026, buying an estimated $142K and bringing the position to 8,026 shares worth $999K. The position accounts for 0.45% of the portfolio, ranked #48.

Pointe Capital Management first reported a position in EFG in Q4 2016 and has held it in 9 quarters since. The position peaked at $1.49M in Q4 2016. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Pointe Capital Management held 8,026 shares of iShares MSCI EAFE Growth ETF worth $999K as of Q2 2026.
Pointe Capital Management bought 1,178 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $142K.
iShares MSCI EAFE Growth ETF made up 0.45% of Pointe Capital Management's portfolio in Q2 2026, its #48 holding.
Pointe Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and has held it in 9 quarters since.
Pointe Capital Management's iShares MSCI EAFE Growth ETF position peaked at $1.49M in Q4 2016.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Pointe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.