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

BlackDiamond 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 		$3.21M Buy
25,493
+2,555
+11% +$308K 1.29% 14
2026
Q1 		$2.55M Buy
22,938
+17,406
+315% +$2.05M 1.23% 19
2025
Q4 		$672K Sell
5,532
-5,702
-51% -$654K 0.33% 65
2025
Q3 		$1.28M Sell
11,234
-8,278
-42% -$923K 0.7% 40
2025
Q2 		$2.17M Sell
19,512
-564
-3% -$59.5K 1.25% 23
2025
Q1 		$2.13M Sell
20,076
-8,603
-30% -$877K 1.44% 22
2024
Q4 		$2.78M Buy
28,679
+230
+0.8% +$23.4K 1.6% 19
2024
Q3 		$2.84M Sell
28,449
-56
-0.2% -$5.81K 1.71% 16
2024
Q2 		$2.84M Buy
28,505
+818
+3% +$83.6K 1.87% 12
2024
Q1 		$2.87M Sell
27,687
-3,019
-10% -$301K 2.05% 9
2023
Q4 		$2.99M Buy
30,706
+1,262
+4% +$113K 2.2% 7
2023
Q3 		$2.46M Sell
29,444
-11,323
-28% -$1.04M 2.23% 9
2023
Q2 		$3.89M Sell
40,767
-2,630
-6% -$250K 3.29% 5
2023
Q1 		$4.13M Buy
43,397
+18,004
+71% +$1.62M 4.23% 5
2022
Q4 		$2.23M Sell
25,393
-1,072
-4% -$86.7K 2.53% 7
2022
Q3 		$2.03M Buy
26,465
+7,403
+39% +$604K 2.44% 7
2022
Q2 		$1.58M Sell
19,062
-1,837
-9% -$160K 1.97% 14
2022
Q1 		$2.01M Sell
20,899
-12,691
-38% -$1.25M 2.4% 10
2021
Q4 		$3.71M Buy
+33,590
New +$3.68M 4.25% 4

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

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

BlackDiamond Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 11% in Q2 2026, buying an estimated $308K and bringing the position to 25,493 shares worth $3.21M. The position accounts for 1.29% of the portfolio, ranked #14.

BlackDiamond Wealth Management first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.13M in Q1 2023. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • BlackDiamond Wealth Management held 25,493 shares of iShares MSCI EAFE Growth ETF worth $3.21M as of Q2 2026.
  • BlackDiamond Wealth Management bought 2,555 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $308K.
  • iShares MSCI EAFE Growth ETF made up 1.29% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #14 holding.
  • BlackDiamond Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • BlackDiamond Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $4.13M in Q1 2023.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.