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

VisionPoint Advisory Group’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	$1.38M	Buy	11,094 +8,284	+295%	+$999K	0.23%	106
2026 Q1	$313K	Buy	+2,810	New	+$330K	0.06%	328
2021 Q1	–	Sell	-5,507	Closed	-$556K	–	120
2020 Q4	$556K	Sell	5,507 -1,015	-16%	-$96K	0.28%	74
2020 Q3	$586K	Buy	6,522 +28	+0.4%	+$2.48K	0.25%	57
2020 Q2	$565K	Buy	+6,494	New	+$507K	0.23%	50

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

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

VisionPoint Advisory Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 295% in Q2 2026, buying an estimated $999K and bringing the position to 11,094 shares worth $1.38M. The position accounts for 0.23% of the portfolio, ranked #106.

VisionPoint Advisory Group first reported a position in EFG in Q2 2020 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

VisionPoint Advisory Group held 11,094 shares of iShares MSCI EAFE Growth ETF worth $1.38M as of Q2 2026.
VisionPoint Advisory Group bought 8,284 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $999K.
iShares MSCI EAFE Growth ETF made up 0.23% of VisionPoint Advisory Group's portfolio in Q2 2026, its #106 holding.
VisionPoint Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 5 quarters since.
226 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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