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

Beaird Harris 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	$61.5K	Buy	+495	New	+$59.7K	﹤0.01%	245
2024 Q4	–	Sell	-150	Closed	-$16.1K	–	508
2024 Q3	$16.1K	Buy	150 +112	+295%	+$11.6K	﹤0.01%	304
2024 Q2	$3.89K	Buy	+38	New	+$3.88K	﹤0.01%	470
2023 Q3	–	Sell	-1	Closed	-$85	–	459
2023 Q2	$85	Sell	1 -33	-97%	-$3.14K	﹤0.01%	447
2023 Q1	$3.14K	Sell	34 -4	-11%	-$360	﹤0.01%	348
2022 Q4	$3.15K	Buy	38 +1	+3%	+$81	﹤0.01%	501
2022 Q3	$3K	Buy	+37	New	+$3.02K	﹤0.01%	371

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

Beaird Harris Wealth Management's EFG Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 495 shares worth $61.5K. The stake represents ﹤0.01% of the portfolio and ranks #245 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in EFG as recently as Q3 2024.

Beaird Harris Wealth Management first reported a position in EFG in Q3 2022 and has held it in 7 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Beaird Harris Wealth Management held 495 shares of iShares MSCI EAFE Growth ETF worth $61.5K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Beaird Harris Wealth Management position in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #245 holding.
Beaird Harris Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and has held it in 7 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.