1900 Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

1900 Wealth Management’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	$6.13M	Buy	49,264 +259	+0.5%	+$31.2K	0.34%	43
2026 Q1	$5.46M	Sell	49,005 -1,019	-2%	-$120K	0.35%	43
2025 Q4	$5.7M	Sell	50,024 -2,395	-5%	-$275K	0.37%	41
2025 Q3	$5.97M	Sell	52,419 -696	-1%	-$77.6K	0.4%	36
2025 Q2	$5.95M	Buy	53,115 +180	+0.3%	+$19K	0.45%	34
2025 Q1	$5.29M	Sell	52,935 -793	-1%	-$80.8K	0.44%	38
2024 Q4	$5.2M	Sell	53,728 -2,305	-4%	-$234K	0.44%	39
2024 Q3	$6.03M	Sell	56,033 -12,879	-19%	-$1.34M	0.52%	35
2024 Q2	$7.05M	Sell	68,912 -20,837	-23%	-$2.13M	0.66%	31
2024 Q1	$9.32M	Sell	89,749 -19,744	-18%	-$1.97M	0.85%	20
2023 Q4	$10.6M	Sell	109,493 -45,847	-30%	-$4.11M	0.97%	22
2023 Q3	$13.4M	Sell	155,340 -112	-0.1%	-$10.3K	1.34%	17
2023 Q2	$14.8M	Buy	155,452 +21,493	+16%	+$2.04M	1.53%	17
2023 Q1	$11.6M	Buy	133,959 +6,142	+5%	+$552K	1.25%	21
2022 Q4	$10.7M	Sell	127,817 -8,694	-6%	-$703K	1.16%	21
2022 Q3	$9.9M	Buy	136,511 +1,535	+1%	+$125K	1.16%	22
2022 Q2	$10.9M	Sell	134,976 -7,301	-5%	-$634K	1.19%	23
2022 Q1	$13.7M	Sell	142,277 -47,967	-25%	-$4.72M	1.3%	21
2021 Q4	$21M	Buy	190,244 +6,057	+3%	+$663K	1.9%	11
2021 Q3	$19.6M	Buy	184,187 +8,407	+5%	+$926K	1.9%	13
2021 Q2	$18.9M	Sell	175,780 -42,179	-19%	-$4.48M	1.8%	13
2021 Q1	$21.9K	Sell	217,959 -9,973	-4%	-$1.01M	1.66%	13
2020 Q4	$23M	Buy	+227,932	New	+$21.6M	2.69%	11

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

1900 Wealth Management's EFG Position: Q2 2026 in Review

1900 Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.53% in Q2 2026, buying an estimated $31.2K and bringing the position to 49,264 shares worth $6.13M. The position accounts for 0.34% of the portfolio, ranked #43.

1900 Wealth Management first reported a position in EFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $23M in Q4 2020. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

1900 Wealth Management held 49,264 shares of iShares MSCI EAFE Growth ETF worth $6.13M as of Q2 2026.
1900 Wealth Management bought 259 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $31.2K.
iShares MSCI EAFE Growth ETF made up 0.34% of 1900 Wealth Management's portfolio in Q2 2026, its #43 holding.
1900 Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 23 quarters since.
1900 Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $23M in Q4 2020.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.