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Trust Point Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Trust Point Inc’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 		$3.31M Buy
26,570
+3,793
+17% +$457K 0.28% 44
2026
Q1 		$2.54M Buy
22,777
+5,228
+30% +$615K 0.22% 52
2025
Q4 		$2M Sell
17,549
-230
-1% -$26.4K 0.16% 61
2025
Q3 		$2.02M Sell
17,779
-108
-0.6% -$12K 0.16% 64
2025
Q2 		$2M Buy
17,887
+177
+1% +$18.7K 0.19% 60
2025
Q1 		$1.77M Hold
17,710
– – 0.16% 68
2024
Q4 		$1.71M Buy
17,710
+12,348
+230% +$1.25M 0.12% 87
2024
Q3 		$577K Buy
5,362
+145
+3% +$15K 0.04% 258
2024
Q2 		$534K Buy
5,217
+85
+2% +$8.69K 0.04% 256
2024
Q1 		$533K Buy
5,132
+36
+0.7% +$3.58K 0.04% 275
2023
Q4 		$494K Buy
+5,096
New +$457K 0.04% 278

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Trust Point Inc's EFG Position: Q2 2026 in Review

Trust Point Inc increased its iShares MSCI EAFE Growth ETF (EFG) stake by 17% in Q2 2026, buying an estimated $457K and bringing the position to 26,570 shares worth $3.31M. The position accounts for 0.28% of the portfolio, ranked #44.

Trust Point Inc first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Trust Point Inc held 26,570 shares of iShares MSCI EAFE Growth ETF worth $3.31M as of Q2 2026.
  • Trust Point Inc bought 3,793 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $457K.
  • iShares MSCI EAFE Growth ETF made up 0.28% of Trust Point Inc's portfolio in Q2 2026, its #44 holding.
  • Trust Point Inc first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.