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

Bernard 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 		$14.9K Hold
120
– – 0.01% 206
2026
Q1 		$13.4K Hold
120
– – 0.01% 213
2025
Q4 		$13.7K Hold
120
– – 0.01% 206
2025
Q3 		$13.7K Hold
120
– – 0.01% 206
2025
Q2 		$13.4K Hold
120
– – 0.01% 204
2025
Q1 		$12K Hold
120
– – 0.01% 217
2024
Q4 		$11.6K Buy
+120
New +$12.2K 0.01% 210

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

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

Bernard Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 120 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #206.

Bernard Wealth Management first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Bernard Wealth Management held 120 shares of iShares MSCI EAFE Growth ETF worth $14.9K as of Q2 2026.
  • Bernard Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Bernard Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 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 Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.