Atlantic Union Bankshares’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Atlantic Union Bankshares’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	$130K	Buy	1,048 +332	+46%	+$40K	﹤0.01%	714
2026 Q1	$79.7K	Hold	716	–	–	﹤0.01%	800
2025 Q4	$81.6K	Hold	716	–	–	﹤0.01%	806
2025 Q3	$81.5K	Buy	716 +271	+61%	+$30.2K	﹤0.01%	809
2025 Q2	$49.8K	Buy	+445	New	+$46.9K	﹤0.01%	662

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

Atlantic Union Bankshares's EFG Position: Q2 2026 in Review

Atlantic Union Bankshares increased its iShares MSCI EAFE Growth ETF (EFG) stake by 46% in Q2 2026, buying an estimated $40K and bringing the position to 1,048 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Atlantic Union Bankshares first reported a position in EFG in Q2 2025 and has held it in 5 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Atlantic Union Bankshares held 1,048 shares of iShares MSCI EAFE Growth ETF worth $130K as of Q2 2026.
Atlantic Union Bankshares bought 332 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $40K.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #714 holding.
Atlantic Union Bankshares first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.