AlphaCore Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

AlphaCore Capital’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	$39.6K	Sell	318 -15	-5%	-$1.81K	﹤0.01%	1305
2026 Q1	$37.1K	Buy	333 +41	+14%	+$4.82K	﹤0.01%	1025
2025 Q4	$33.3K	Hold	292	–	–	﹤0.01%	1208
2025 Q3	$33.3K	Hold	292	–	–	﹤0.01%	911
2025 Q2	$32.7K	Hold	292	–	–	﹤0.01%	871
2025 Q1	$29.2K	Buy	+292	New	+$29.8K	﹤0.01%	634
2024 Q1	–	Sell	-292	Closed	-$28.3K	–	213
2023 Q4	$28.3K	Hold	292	–	–	﹤0.01%	304
2023 Q3	$25.2K	Hold	292	–	–	﹤0.01%	301
2023 Q2	$27.9K	Buy	+292	New	+$27.8K	﹤0.01%	267

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

AlphaCore Capital's EFG Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4.5% in Q2 2026, selling an estimated $1.81K and leaving 318 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

AlphaCore Capital first reported a position in EFG in Q2 2023 and has held it in 9 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

AlphaCore Capital held 318 shares of iShares MSCI EAFE Growth ETF worth $39.6K as of Q2 2026.
AlphaCore Capital sold 15 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.81K.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1305 holding.
AlphaCore Capital first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 9 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.