Bradley & Co Private Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bradley & Co Private 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	$52.5K	Hold	422	–	–	0.03%	99
2026 Q1	$47K	Hold	422	–	–	0.02%	95
2025 Q4	$48.1K	Hold	422	–	–	0.03%	94
2025 Q3	$48.1K	Hold	422	–	–	0.03%	80
2025 Q2	$47.3K	Hold	422	–	–	0.03%	76
2025 Q1	$42.2K	Hold	422	–	–	0.03%	78
2024 Q4	$40.9K	Buy	+422	New	+$42.9K	0.03%	77
2024 Q2	$43.2K	Hold	422	–	–	0.03%	71
2024 Q1	$43.8K	Hold	422	–	–	0.04%	72
2023 Q4	$40.9K	Hold	422	–	–	0.04%	70
2023 Q3	$36.4K	Hold	422	–	–	0.04%	71
2023 Q2	$40.3K	Hold	422	–	–	0.04%	67
2023 Q1	$39.5K	Hold	422	–	–	0.04%	66
2022 Q4	$35.3K	Hold	422	–	–	0.04%	72
2022 Q3	$31K	Hold	422	–	–	0.04%	83
2022 Q2	$34K	Hold	422	–	–	0.04%	97
2022 Q1	$41K	Hold	422	–	–	0.04%	92
2021 Q4	$47K	Hold	422	–	–	0.04%	90
2021 Q3	$45K	Hold	422	–	–	0.04%	92
2021 Q2	$45K	Hold	422	–	–	0.04%	98
2021 Q1	$42K	Buy	+422	New	+$42.9K	0.04%	102

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Bradley & Co Private Wealth Management's EFG Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 422 shares worth $52.5K. The position accounts for 0.03% of the portfolio, ranked #99.

Bradley & Co Private Wealth Management first reported a position in EFG in Q1 2021 and has held it in 21 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Bradley & Co Private Wealth Management held 422 shares of iShares MSCI EAFE Growth ETF worth $52.5K as of Q2 2026.
Bradley & Co Private Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #99 holding.
Bradley & Co Private Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 21 quarters since.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.