Braun-Bostich & Associates’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Braun-Bostich & Associates’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	$1.01M	Buy	+8,124	New	+$980K	0.56%	44
2025 Q4	–	Sell	-2,308	Closed	-$263K	–	127
2025 Q3	$263K	Sell	2,308 -19,942	-90%	-$2.22M	0.17%	95
2025 Q2	$2.49M	Sell	22,250 -698	-3%	-$73.6K	1.7%	18
2025 Q1	$2.29M	Sell	22,948 -14,928	-39%	-$1.52M	1.7%	16
2024 Q4	$3.67M	Buy	37,876 +5,021	+15%	+$510K	2.64%	10
2024 Q3	$3.54M	Sell	32,855 -1,602	-5%	-$166K	2.47%	12
2024 Q2	$3.52M	Buy	34,457 +26,345	+325%	+$2.69M	2.62%	7
2024 Q1	$842K	Buy	+8,112	New	+$808K	0.7%	44

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

Braun-Bostich & Associates's EFG Position: Q2 2026 in Review

Braun-Bostich & Associates opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 8,124 shares worth $1.01M. The stake represents 0.56% of the portfolio and ranks #44 among its holdings. This is a return to the name: Braun-Bostich & Associates previously reported a position in EFG as recently as Q3 2025.

Braun-Bostich & Associates first reported a position in EFG in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.67M in Q4 2024. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Braun-Bostich & Associates held 8,124 shares of iShares MSCI EAFE Growth ETF worth $1.01M as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Braun-Bostich & Associates position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.56% of Braun-Bostich & Associates's portfolio in Q2 2026, its #44 holding.
Braun-Bostich & Associates first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 8 quarters since.
Braun-Bostich & Associates's iShares MSCI EAFE Growth ETF position peaked at $3.67M in Q4 2024.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.