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Barden Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Barden Capital 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 		$2.47M Sell
19,828
-3,834
-16% -$462K 2.28% 15
2026
Q1 		$2.64M Buy
23,662
+1,230
+5% +$145K 2.25% 12
2025
Q4 		$2.56M Buy
22,432
+965
+4% +$111K 2.1% 13
2025
Q3 		$2.44M Buy
21,467
+197
+0.9% +$22K 2.03% 12
2025
Q2 		$2.38M Buy
+21,270
New +$2.24M 2.09% 14

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Barden Capital Management's EFG Position: Q2 2026 in Review

Barden Capital Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 16% in Q2 2026, selling an estimated $462K and leaving 19,828 shares worth $2.47M. The position accounts for 2.28% of the portfolio, ranked #15.

Barden Capital Management first reported a position in EFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.64M in Q1 2026. 684 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Barden Capital Management held 19,828 shares of iShares MSCI EAFE Growth ETF worth $2.47M as of Q2 2026.
  • Barden Capital Management sold 3,834 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $462K.
  • iShares MSCI EAFE Growth ETF made up 2.28% of Barden Capital Management's portfolio in Q2 2026, its #15 holding.
  • Barden Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Barden Capital Management's iShares MSCI EAFE Growth ETF position peaked at $2.64M in Q1 2026.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.