Baird Financial Group
EFG icon

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

Baird 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 		$21.9M Sell
176,017
-4,543
-3% -$548K 0.03% 369
2026
Q1 		$20.1M Buy
180,560
+22,106
+14% +$2.6M 0.03% 364
2025
Q4 		$18.1M Buy
158,454
+4,741
+3% +$544K 0.03% 395
2025
Q3 		$17.5M Sell
153,713
-17,606
-10% -$1.96M 0.03% 405
2025
Q2 		$19.2M Buy
171,319
+3,327
+2% +$351K 0.03% 371
2025
Q1 		$16.8M Sell
167,992
-28,218
-14% -$2.88M 0.03% 393
2024
Q4 		$19M Buy
196,210
+16,990
+9% +$1.73M 0.04% 363
2024
Q3 		$19.3M Buy
179,220
+36,005
+25% +$3.74M 0.04% 343
2024
Q2 		$14.7M Buy
143,215
+11,059
+8% +$1.13M 0.03% 396
2024
Q1 		$13.7M Sell
132,156
-28,498
-18% -$2.84M 0.03% 408
2023
Q4 		$15.6M Buy
160,654
+87,545
+120% +$7.85M 0.04% 361
2023
Q3 		$6.31M Sell
73,109
-7,657
-9% -$706K 0.02% 557
2023
Q2 		$7.71M Sell
80,766
-61,694
-43% -$5.87M 0.02% 508
2023
Q1 		$13.3M Buy
142,460
+9,738
+7% +$876K 0.03% 378
2022
Q4 		$11.1M Buy
132,722
+28,277
+27% +$2.29M 0.03% 411
2022
Q3 		$7.58M Buy
104,445
+39,765
+61% +$3.24M 0.02% 468
2022
Q2 		$5.21M Buy
64,680
+455
+0.7% +$39.5K 0.01% 570
2022
Q1 		$6.18M Sell
64,225
-2,878
-4% -$283K 0.02% 554
2021
Q4 		$7.4M Buy
67,103
+9,853
+17% +$1.08M 0.02% 503
2021
Q3 		$6.1M Buy
57,250
+8,627
+18% +$950K 0.02% 535
2021
Q2 		$5.22M Sell
48,623
-3,504
-7% -$372K 0.01% 578
2021
Q1 		$5.24M Buy
52,127
+2,088
+4% +$212K 0.01% 567
2020
Q4 		$5.05M Buy
50,039
+31
+0.1% +$2.93K 0.02% 540
2020
Q3 		$4.5M Buy
50,008
+978
+2% +$86.7K 0.02% 514
2020
Q2 		$4.08M Sell
49,030
-342
-0.7% -$26.7K 0.02% 525
2020
Q1 		$3.51M Buy
49,372
+25,609
+108% +$2.07M 0.02% 522
2019
Q4 		$2.06M Buy
23,763
+1,073
+5% +$89.5K 0.01% 773
2019
Q3 		$1.83M Buy
22,690
+1,633
+8% +$131K 0.01% 795
2019
Q2 		$1.7M Buy
+21,057
New +$1.66M 0.01% 828
2018
Q4 		– Sell
-4,240
Closed -$341K – 1290
2018
Q3 		$341K Buy
+4,240
New +$338K ﹤0.01% 1143

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

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

Baird Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.5% in Q2 2026, selling an estimated $548K and leaving 176,017 shares worth $21.9M. The position accounts for 0.03% of the portfolio, ranked #369.

Baird Financial Group first reported a position in EFG in Q3 2018 and has held it in 30 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Baird Financial Group held 176,017 shares of iShares MSCI EAFE Growth ETF worth $21.9M as of Q2 2026.
  • Baird Financial Group sold 4,543 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $548K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of Baird Financial Group's portfolio in Q2 2026, its #369 holding.
  • Baird Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2018 and has held it in 30 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.