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Bragg Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bragg Financial Advisors’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 		$414K Hold
3,331
– – 0.01% 306
2026
Q1 		$371K Hold
3,331
– – 0.01% 305
2025
Q4 		$379K Hold
3,331
– – 0.01% 297
2025
Q3 		$379K Hold
3,331
– – 0.01% 296
2025
Q2 		$373K Hold
3,331
– – 0.01% 295
2025
Q1 		$333K Sell
3,331
-264
-7% -$26.9K 0.01% 289
2024
Q4 		$348K Buy
+3,595
New +$365K 0.01% 285

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

Bragg Financial Advisors's EFG Position: Q2 2026 in Review

Bragg Financial Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 3,331 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #306.

Bragg Financial Advisors first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Bragg Financial Advisors held 3,331 shares of iShares MSCI EAFE Growth ETF worth $414K as of Q2 2026.
  • Bragg Financial Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Bragg Financial Advisors's portfolio in Q2 2026, its #306 holding.
  • Bragg Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.