BridgePort Financial Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

BridgePort Financial Solutions’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	$5.08M	Buy	40,851 +24,641	+152%	+$2.97M	1.29%	22
2026 Q1	$1.81M	Buy	16,210 +10,321	+175%	+$1.21M	0.51%	43
2025 Q4	$671K	Sell	5,889 -2,365	-29%	-$271K	0.18%	105
2025 Q3	$940K	Sell	8,254 -7,830	-49%	-$873K	0.25%	78
2025 Q2	$1.8M	Sell	16,084 -413	-3%	-$43.6K	0.6%	39
2025 Q1	$1.65M	Buy	16,497 +38	+0.2%	+$3.87K	0.74%	34
2024 Q4	$1.68M	Buy	+16,459	New	+$1.67M	0.76%	33

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

BridgePort Financial Solutions's EFG Position: Q2 2026 in Review

BridgePort Financial Solutions increased its iShares MSCI EAFE Growth ETF (EFG) stake by 152% in Q2 2026, buying an estimated $2.97M and bringing the position to 40,851 shares worth $5.08M. The position accounts for 1.29% of the portfolio, ranked #22.

BridgePort Financial Solutions first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

BridgePort Financial Solutions held 40,851 shares of iShares MSCI EAFE Growth ETF worth $5.08M as of Q2 2026.
BridgePort Financial Solutions bought 24,641 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.97M.
iShares MSCI EAFE Growth ETF made up 1.29% of BridgePort Financial Solutions's portfolio in Q2 2026, its #22 holding.
BridgePort Financial Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.