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BCU Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

BCU Wealth Advisors’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 		$2.23M Buy
17,889
+926
+5% +$112K 0.74% 14
2026
Q1 		$1.89M Buy
16,963
+14,286
+534% +$1.68M 0.7% 17
2025
Q4 		$305K Sell
2,677
-1,116
-29% -$128K 0.12% 51
2025
Q3 		$432K Sell
3,793
-14,822
-80% -$1.65M 0.17% 41
2025
Q2 		$2.08M Sell
18,615
-4,208
-18% -$444K 0.94% 15
2025
Q1 		$2.28M Buy
22,823
+3,217
+16% +$328K 1.19% 14
2024
Q4 		$1.9M Buy
19,606
+3,569
+22% +$363K 1.08% 14
2024
Q3 		$1.73M Buy
16,037
+393
+3% +$40.8K 1.03% 16
2024
Q2 		$1.6M Buy
15,644
+6,761
+76% +$691K 1.18% 15
2024
Q1 		$922K Buy
8,883
+608
+7% +$60.5K 0.78% 18
2023
Q4 		$801K Buy
+8,275
New +$742K 0.87% 17

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

BCU Wealth Advisors's EFG Position: Q2 2026 in Review

BCU Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 5.5% in Q2 2026, buying an estimated $112K and bringing the position to 17,889 shares worth $2.23M. The position accounts for 0.74% of the portfolio, ranked #14.

BCU Wealth Advisors first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.28M in Q1 2025. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • BCU Wealth Advisors held 17,889 shares of iShares MSCI EAFE Growth ETF worth $2.23M as of Q2 2026.
  • BCU Wealth Advisors bought 926 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $112K.
  • iShares MSCI EAFE Growth ETF made up 0.74% of BCU Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • BCU Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • BCU Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $2.28M in Q1 2025.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.