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VisionPoint Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

VisionPoint Advisory Group’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.69M Sell
35,539
-5,939
-14% -$629K 0.58% 45
2026
Q2 		$4.31M Sell
41,478
-2,648
-6% -$272K 0.7% 33
2026
Q1 		$4.29M Sell
44,126
-623
-1% -$62.3K 0.81% 24
2025
Q4 		$4.3M Buy
44,749
+161
+0.4% +$15.3K 0.84% 27
2025
Q3 		$4.16M Buy
44,588
+8,507
+24% +$773K 0.83% 24
2025
Q2 		$3.23M Buy
36,081
+7,354
+26% +$628K 0.7% 28
2025
Q1 		$2.35M Buy
+28,727
New +$2.32M 0.8% 40
2024
Q3 		– Sell
-132
Closed -$10.3K – 391
2024
Q2 		$10.3K Buy
+132
New +$10.5K ﹤0.01% 490

Other funds holding EFA

WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

VisionPoint Advisory Group's EFA Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares MSCI EAFE ETF (EFA) stake by 14% in Q3 2026, selling an estimated $629K and leaving 35,539 shares worth $3.69M. The position accounts for 0.58% of the portfolio, ranked #45.

VisionPoint Advisory Group first reported a position in EFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.31M in Q2 2026. 147 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • VisionPoint Advisory Group held 35,539 shares of iShares MSCI EAFE ETF worth $3.69M as of Q3 2026.
  • VisionPoint Advisory Group sold 5,939 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $629K.
  • iShares MSCI EAFE ETF made up 0.58% of VisionPoint Advisory Group's portfolio in Q3 2026, its #45 holding.
  • VisionPoint Advisory Group first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
  • VisionPoint Advisory Group's iShares MSCI EAFE ETF position peaked at $4.31M in Q2 2026.
  • 147 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.