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

BankPlus 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	$4.1M	Sell	32,969 -723	-2%	-$87.2K	1.85%	11
2026 Q1	$3.75M	Buy	33,692 +1,405	+4%	+$165K	1.94%	9
2025 Q4	$3.68M	Buy	32,287 +1,337	+4%	+$153K	2.03%	9
2025 Q3	$3.52M	Buy	30,950 +1,433	+5%	+$160K	2.08%	9
2025 Q2	$3.31M	Buy	29,517 +2,156	+8%	+$227K	2.19%	8
2025 Q1	$2.74M	Buy	27,361 +1,793	+7%	+$183K	2.01%	8
2024 Q4	$2.48M	Buy	+25,568	New	+$2.6M	1.84%	12

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

BankPlus Wealth Management's EFG Position: Q2 2026 in Review

BankPlus Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.1% in Q2 2026, selling an estimated $87.2K and leaving 32,969 shares worth $4.1M. The position accounts for 1.85% of the portfolio, ranked #11.

BankPlus Wealth Management first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

BankPlus Wealth Management held 32,969 shares of iShares MSCI EAFE Growth ETF worth $4.1M as of Q2 2026.
BankPlus Wealth Management sold 723 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $87.2K.
iShares MSCI EAFE Growth ETF made up 1.85% of BankPlus Wealth Management's portfolio in Q2 2026, its #11 holding.
BankPlus Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.