Benjamin Edwards Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Benjamin Edwards Inc’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	$1.12M	Buy	8,991 +352	+4%	+$42.4K	0.01%	755
2026 Q1	$962K	Buy	8,639 +2,780	+47%	+$327K	0.01%	778
2025 Q4	$667K	Sell	5,859 -322	-5%	-$36.9K	0.01%	851
2025 Q3	$704K	Sell	6,181 -4,125	-40%	-$460K	0.01%	812
2025 Q2	$1.15M	Buy	10,306 +212	+2%	+$22.4K	0.01%	586
2025 Q1	$1.01M	Sell	10,094 -10,942	-52%	-$1.12M	0.01%	577
2024 Q4	$2.04M	Buy	21,036 +3,460	+20%	+$352K	0.03%	431
2024 Q3	$1.89M	Buy	+17,576	New	+$1.82M	0.03%	447
2022 Q3	–	Sell	-61	Closed	-$5K	–	713
2022 Q2	$5K	Buy	61 +1	+2%	+$87	﹤0.01%	620
2022 Q1	$6K	Hold	60	–	–	﹤0.01%	641
2021 Q4	$7K	Buy	+60	New	+$6.57K	﹤0.01%	616

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

Benjamin Edwards Inc's EFG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.1% in Q2 2026, buying an estimated $42.4K and bringing the position to 8,991 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #755.

Benjamin Edwards Inc first reported a position in EFG in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.04M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Benjamin Edwards Inc held 8,991 shares of iShares MSCI EAFE Growth ETF worth $1.12M as of Q2 2026.
Benjamin Edwards Inc bought 352 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $42.4K.
iShares MSCI EAFE Growth ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #755 holding.
Benjamin Edwards Inc first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 11 quarters since.
Benjamin Edwards Inc's iShares MSCI EAFE Growth ETF position peaked at $2.04M in Q4 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.