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

Atomi 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 		$3.6M Buy
28,970
+7,480
+35% +$902K 0.09% 161
2026
Q1 		$2.39M Buy
21,490
+2,234
+12% +$263K 0.07% 211
2025
Q4 		$2.19M Sell
19,256
-7,008
-27% -$803K 0.06% 218
2025
Q3 		$2.99M Buy
26,264
+3,379
+15% +$377K 0.1% 154
2025
Q2 		$2.56M Sell
22,885
-4,845
-17% -$511K 0.1% 154
2025
Q1 		$2.77M Buy
27,730
+17,886
+182% +$1.82M 0.13% 131
2024
Q4 		$953K Buy
9,844
+1,549
+19% +$157K 0.05% 277
2024
Q3 		$893K Sell
8,295
-2,799
-25% -$290K 0.06% 268
2024
Q2 		$1.13M Sell
11,094
-763
-6% -$78K 0.08% 189
2024
Q1 		$1.23M Sell
11,857
-20,961
-64% -$2.09M 0.11% 161
2023
Q4 		$3.18M Buy
32,818
+6,875
+27% +$616K 0.44% 43
2023
Q3 		$2.24M Buy
25,943
+11,644
+81% +$1.07M 0.75% 30
2023
Q2 		$1.36M Buy
+14,299
New +$1.36M 0.62% 33

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

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

Atomi Financial Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 35% in Q2 2026, buying an estimated $902K and bringing the position to 28,970 shares worth $3.6M. The position accounts for 0.09% of the portfolio, ranked #161.

Atomi Financial Group first reported a position in EFG in Q2 2023 and has held it in 13 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Atomi Financial Group held 28,970 shares of iShares MSCI EAFE Growth ETF worth $3.6M as of Q2 2026.
  • Atomi Financial Group bought 7,480 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $902K.
  • iShares MSCI EAFE Growth ETF made up 0.09% of Atomi Financial Group's portfolio in Q2 2026, its #161 holding.
  • Atomi Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.