AFG
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Allegheny Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Allegheny Financial 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 		$2.08M Sell
16,682
-506
-3% -$61K 0.22% 68
2026
Q1 		$1.91M Buy
17,188
+343
+2% +$40.3K 0.26% 68
2025
Q4 		$1.92M Buy
16,845
+437
+3% +$50.1K 0.28% 64
2025
Q3 		$1.87M Buy
16,408
+1,105
+7% +$123K 0.35% 59
2025
Q2 		$1.71M Buy
15,303
+851
+6% +$89.8K 0.38% 56
2025
Q1 		$1.45M Sell
14,452
-541
-4% -$55.1K 0.37% 52
2024
Q4 		$1.45M Buy
14,993
+2,121
+16% +$216K 0.37% 52
2024
Q3 		$1.39M Buy
12,872
+1,460
+13% +$151K 0.34% 56
2024
Q2 		$1.17M Buy
11,412
+3,176
+39% +$325K 0.34% 57
2024
Q1 		$855K Sell
8,236
-849
-9% -$84.5K 0.26% 71
2023
Q4 		$880K Buy
9,085
+2,018
+29% +$181K 0.28% 67
2023
Q3 		$610K Buy
7,067
+993
+16% +$91.5K 0.23% 82
2023
Q2 		$580K Buy
6,074
+623
+11% +$59.3K 0.27% 73
2023
Q1 		$511K Buy
5,451
+47
+0.9% +$4.23K 0.21% 102
2022
Q4 		$453K Buy
5,404
+101
+2% +$8.16K 0.19% 105
2022
Q3 		$384K Buy
5,303
+784
+17% +$64K 0.18% 100
2022
Q2 		$364K Buy
+4,519
New +$392K 0.17% 97

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Allegheny Financial Group's EFG Position: Q2 2026 in Review

Allegheny Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.9% in Q2 2026, selling an estimated $61K and leaving 16,682 shares worth $2.08M. The position accounts for 0.22% of the portfolio, ranked #68.

Allegheny Financial Group first reported a position in EFG in Q2 2022 and has held it in 17 quarters since. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Allegheny Financial Group held 16,682 shares of iShares MSCI EAFE Growth ETF worth $2.08M as of Q2 2026.
  • Allegheny Financial Group sold 506 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $61K.
  • iShares MSCI EAFE Growth ETF made up 0.22% of Allegheny Financial Group's portfolio in Q2 2026, its #68 holding.
  • Allegheny Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.