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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 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. 330 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.
330 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.