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AmeriFlex Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

AmeriFlex 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 		$47.2K Sell
379
-18
-5% -$2.17K 0.02% 515
2026
Q1 		$44.2K Sell
397
-160
-29% -$18.8K 0.02% 446
2025
Q4 		$63.4K Sell
557
-215
-28% -$24.6K 0.03% 370
2025
Q3 		$87.9K Sell
772
-552
-42% -$61.5K 0.03% 345
2025
Q2 		$146K Sell
1,324
-120
-8% -$12.7K 0.08% 208
2025
Q1 		$144K Sell
1,444
-453
-24% -$46.2K 0.06% 277
2024
Q4 		$193K Buy
+1,897
New +$193K 0.09% 207

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

AmeriFlex Group's EFG Position: Q2 2026 in Review

AmeriFlex Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4.5% in Q2 2026, selling an estimated $2.17K and leaving 379 shares worth $47.2K. The position accounts for 0.02% of the portfolio, ranked #515.

AmeriFlex Group first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $193K in Q4 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • AmeriFlex Group held 379 shares of iShares MSCI EAFE Growth ETF worth $47.2K as of Q2 2026.
  • AmeriFlex Group sold 18 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.17K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #515 holding.
  • AmeriFlex Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's iShares MSCI EAFE Growth ETF position peaked at $193K in Q4 2024.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.