5T Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

5T Wealth’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	$1.53M	Sell	12,317 -997	-7%	-$120K	0.57%	53
2026 Q1	$1.48M	Sell	13,314 -3,380	-20%	-$397K	0.59%	50
2025 Q4	$1.9M	Sell	16,694 -1,576	-9%	-$181K	0.76%	40
2025 Q3	$2.08M	Sell	18,270 -5,203	-22%	-$580K	0.91%	36
2025 Q2	$2.63M	Sell	23,473 -4,365	-16%	-$460K	1.25%	25
2025 Q1	$2.78M	Sell	27,838 -8,179	-23%	-$834K	1.49%	18
2024 Q4	$3.49M	Buy	+36,017	New	+$3.66M	1.91%	14

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

5T Wealth's EFG Position: Q2 2026 in Review

5T Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 7.5% in Q2 2026, selling an estimated $120K and leaving 12,317 shares worth $1.53M. The position accounts for 0.57% of the portfolio, ranked #53.

5T Wealth first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.49M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

5T Wealth held 12,317 shares of iShares MSCI EAFE Growth ETF worth $1.53M as of Q2 2026.
5T Wealth sold 997 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $120K.
iShares MSCI EAFE Growth ETF made up 0.57% of 5T Wealth's portfolio in Q2 2026, its #53 holding.
5T Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
5T Wealth's iShares MSCI EAFE Growth ETF position peaked at $3.49M in Q4 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.