Baker Tilly Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Baker Tilly Wealth Management’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	$498K	Buy	4,000 +952	+31%	+$115K	0.11%	172
2026 Q1	$340K	Buy	3,048 +830	+37%	+$97.6K	0.08%	198
2025 Q4	$253K	Buy	+2,218	New	+$254K	0.06%	240
2024 Q4	–	Sell	-2,103	Closed	-$226K	–	240
2024 Q3	$226K	Sell	2,103 -569	-21%	-$59K	0.1%	217
2024 Q2	$273K	Sell	2,672 -4,457	-63%	-$456K	0.11%	210
2024 Q1	$740K	Sell	7,129 -3,134	-31%	-$312K	0.13%	167
2023 Q4	$994K	Sell	10,263 -2,262	-18%	-$203K	0.16%	137
2023 Q3	$1.08M	Sell	12,525 -11,873	-49%	-$1.09M	0.18%	119
2023 Q2	$2.33M	Buy	24,398 +638	+3%	+$60.7K	0.24%	89
2023 Q1	$2.23M	Buy	23,760 +4,841	+26%	+$435K	0.25%	90
2022 Q4	$1.58M	Sell	18,919 -106	-0.6%	-$8.57K	0.2%	121
2022 Q3	$1.38M	Buy	19,025 +1,942	+11%	+$158K	0.19%	115
2022 Q2	$1.38M	Sell	17,083 -1,004	-6%	-$87.2K	0.18%	122
2022 Q1	$1.74M	Sell	18,087 -6,133	-25%	-$603K	0.19%	106
2021 Q4	$2.67M	Sell	24,220 -2,615	-10%	-$286K	0.29%	69
2021 Q3	$2.86M	Buy	26,835 +7,115	+36%	+$783K	0.38%	53
2021 Q2	$2.12M	Buy	19,720 +1,072	+6%	+$114K	0.34%	66
2021 Q1	$1.87M	Sell	18,648 -367	-2%	-$37.3K	0.38%	62
2020 Q4	$1.92M	Buy	+19,015	New	+$1.8M	0.59%	44

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

Baker Tilly Wealth Management's EFG Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 31% in Q2 2026, buying an estimated $115K and bringing the position to 4,000 shares worth $498K. The position accounts for 0.11% of the portfolio, ranked #172.

Baker Tilly Wealth Management first reported a position in EFG in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.86M in Q3 2021. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Baker Tilly Wealth Management held 4,000 shares of iShares MSCI EAFE Growth ETF worth $498K as of Q2 2026.
Baker Tilly Wealth Management bought 952 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $115K.
iShares MSCI EAFE Growth ETF made up 0.11% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #172 holding.
Baker Tilly Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 19 quarters since.
Baker Tilly Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $2.86M in Q3 2021.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.