Brand Asset Management Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Brand Asset Management Group’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	$386K	Buy	3,103 +494	+19%	+$59.6K	0.09%	146
2026 Q1	$291K	Buy	+2,609	New	+$307K	0.08%	151
2021 Q2	–	Sell	-861	Closed	-$86K	–	120
2021 Q1	$86K	Sell	861 -784	-48%	-$79.7K	0.04%	107
2020 Q4	$166K	Hold	1,645	–	–	0.09%	74
2020 Q3	$148K	Hold	1,645	–	–	0.09%	74
2020 Q2	$137K	Hold	1,645	–	–	0.09%	73
2020 Q1	$117K	Hold	1,645	–	–	0.09%	74
2019 Q4	$142K	Hold	1,645	–	–	0.09%	78
2019 Q3	$132K	Hold	1,645	–	–	0.09%	79
2019 Q2	$133K	Hold	1,645	–	–	0.09%	78
2019 Q1	$127K	Hold	1,645	–	–	0.09%	74
2018 Q4	$114K	Hold	1,645	–	–	0.09%	74
2018 Q3	$132K	Hold	1,645	–	–	0.1%	75
2018 Q2	$130K	Buy	+1,645	New	+$133K	0.1%	79

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Brand Asset Management Group's EFG Position: Q2 2026 in Review

Brand Asset Management Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 19% in Q2 2026, buying an estimated $59.6K and bringing the position to 3,103 shares worth $386K. The position accounts for 0.09% of the portfolio, ranked #146.

Brand Asset Management Group first reported a position in EFG in Q2 2018 and has held it in 14 quarters since. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Brand Asset Management Group held 3,103 shares of iShares MSCI EAFE Growth ETF worth $386K as of Q2 2026.
Brand Asset Management Group bought 494 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $59.6K.
iShares MSCI EAFE Growth ETF made up 0.09% of Brand Asset Management Group's portfolio in Q2 2026, its #146 holding.
Brand Asset Management Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and has held it in 14 quarters since.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.