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

49 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	$539K	Buy	+4,333	New	+$523K	0.1%	101

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

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

49 Wealth Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 4,333 shares worth $539K. The stake represents 0.1% of the portfolio and ranks #101 among its holdings.

1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

49 Wealth Management held 4,333 shares of iShares MSCI EAFE Growth ETF worth $539K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new 49 Wealth Management position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.1% of 49 Wealth Management's portfolio in Q2 2026, its #101 holding.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.