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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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. 1,060 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.
1,060 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.