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 Q3	$2.35M	Buy	19,638 +8,544	+77%	+$1.05M	0.37%	70
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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $324M AUM 8.63% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

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

VisionPoint Advisory Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 77% in Q3 2026, buying an estimated $1.05M and bringing the position to 19,638 shares worth $2.35M. The position accounts for 0.37% of the portfolio, ranked #70.

VisionPoint Advisory Group first reported a position in EFG in Q2 2020 and has held it in 6 quarters since. 278 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

VisionPoint Advisory Group held 19,638 shares of iShares MSCI EAFE Growth ETF worth $2.35M as of Q3 2026.
VisionPoint Advisory Group bought 8,544 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $1.05M.
iShares MSCI EAFE Growth ETF made up 0.37% of VisionPoint Advisory Group's portfolio in Q3 2026, its #70 holding.
VisionPoint Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 6 quarters since.
278 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

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