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

BIP Wealth’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 		$1.04M Buy
8,351
+108
+1% +$13K 0.03% 251
2026
Q1 		$918K Buy
8,243
+935
+13% +$110K 0.04% 214
2025
Q4 		$833K Sell
7,308
-48
-0.7% -$5.5K 0.03% 233
2025
Q3 		$838K Sell
7,356
-399
-5% -$44.5K 0.04% 137
2025
Q2 		$869K Sell
7,755
-2,264
-23% -$239K 0.05% 110
2025
Q1 		$1M Sell
10,019
-353
-3% -$36K 0.07% 100
2024
Q4 		$1M Sell
10,372
-67
-0.6% -$6.81K 0.07% 101
2024
Q3 		$1.12M Sell
10,439
-111
-1% -$11.5K 0.08% 87
2024
Q2 		$1.08M Sell
10,550
-1,197
-10% -$122K 0.09% 75
2024
Q1 		$1.22M Buy
11,747
+970
+9% +$96.6K 0.09% 75
2023
Q4 		$1.04M Sell
10,777
-1,008
-9% -$90.3K 0.08% 80
2023
Q3 		$1.02M Buy
11,785
+322
+3% +$29.7K 0.09% 75
2023
Q2 		$1.09M Sell
11,463
-2,597
-18% -$247K 0.09% 74
2023
Q1 		$1.32M Buy
+14,060
New +$1.26M 0.14% 67

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

BIP Wealth's EFG Position: Q2 2026 in Review

BIP Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.3% in Q2 2026, buying an estimated $13K and bringing the position to 8,351 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #251.

BIP Wealth first reported a position in EFG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.32M in Q1 2023. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • BIP Wealth held 8,351 shares of iShares MSCI EAFE Growth ETF worth $1.04M as of Q2 2026.
  • BIP Wealth bought 108 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $13K.
  • iShares MSCI EAFE Growth ETF made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #251 holding.
  • BIP Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's iShares MSCI EAFE Growth ETF position peaked at $1.32M in Q1 2023.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.