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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

VisionPoint Advisory Group's EFA Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares MSCI EAFE ETF (EFA) stake by 6% in Q2 2026, selling an estimated $272K and leaving 41,478 shares worth $4.31M. The position accounts for 0.7% of the portfolio, ranked #33.

VisionPoint Advisory Group first reported a position in EFA in Q2 2024 and has held it in 7 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

VisionPoint Advisory Group held 41,478 shares of iShares MSCI EAFE ETF worth $4.31M as of Q2 2026.
VisionPoint Advisory Group sold 2,648 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $272K.
iShares MSCI EAFE ETF made up 0.7% of VisionPoint Advisory Group's portfolio in Q2 2026, its #33 holding.
VisionPoint Advisory Group first reported a position in iShares MSCI EAFE ETF in Q2 2024 and has held it in 7 quarters since.
2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.