Brookstone Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Brookstone Capital 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	$12.6M	Buy	101,002 +13,242	+15%	+$1.6M	0.13%	193
2026 Q1	$9.77M	Buy	87,760 +76,106	+653%	+$8.95M	0.11%	207
2025 Q4	$1.33M	Sell	11,654 -7,839	-40%	-$899K	0.02%	551
2025 Q3	$2.22M	Sell	19,493 -42,707	-69%	-$4.76M	0.03%	422
2025 Q2	$6.97M	Buy	62,200 +3,724	+6%	+$393K	0.09%	233
2025 Q1	$5.85M	Sell	58,476 -42,978	-42%	-$4.38M	0.08%	237
2024 Q4	$9.82M	Buy	101,454 +2,816	+3%	+$286K	0.14%	171
2024 Q3	$10.6M	Sell	98,638 -1,972	-2%	-$205K	0.16%	160
2024 Q2	$10.5M	Buy	100,610 +39,053	+63%	+$3.99M	0.17%	142
2024 Q1	$6.39M	Sell	61,557 -21,290	-26%	-$2.12M	0.11%	191
2023 Q4	$8.02M	Buy	82,847 +7,375	+10%	+$661K	0.16%	148
2023 Q3	$6.34M	Sell	75,472 -17,088	-18%	-$1.58M	0.14%	158
2023 Q2	$8.58M	Buy	92,560 +2,795	+3%	+$266K	0.17%	142
2023 Q1	$8.53M	Buy	89,765 +28,871	+47%	+$2.6M	0.17%	143
2022 Q4	$5.29M	Sell	60,894 -1,190	-2%	-$96.2K	0.11%	171
2022 Q3	$4.48M	Buy	62,084 +22,674	+58%	+$1.85M	0.1%	181
2022 Q2	$3.2M	Sell	39,410 -2,146	-5%	-$186K	0.07%	221
2022 Q1	$3.88M	Sell	41,556 -48,744	-54%	-$4.79M	0.08%	218
2021 Q4	$9.66M	Sell	90,300 -8,436	-9%	-$924K	0.17%	123
2021 Q3	$10.5M	Buy	98,736 +23,187	+31%	+$2.55M	0.19%	108
2021 Q2	$8.21M	Buy	75,549 +5,353	+8%	+$569K	0.15%	135
2021 Q1	$7.05M	Buy	70,196 +1,763	+3%	+$179K	0.27%	83
2020 Q4	$6.91M	Buy	68,433 +9,139	+15%	+$865K	0.27%	74
2020 Q3	$5.33M	Sell	59,294 -54,371	-48%	-$4.82M	0.25%	65
2020 Q2	$9.45M	Buy	+113,665	New	+$8.88M	0.59%	31

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Brookstone Capital Management's EFG Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 15% in Q2 2026, buying an estimated $1.6M and bringing the position to 101,002 shares worth $12.6M. The position accounts for 0.13% of the portfolio, ranked #193.

Brookstone Capital Management first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. 226 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Brookstone Capital Management held 101,002 shares of iShares MSCI EAFE Growth ETF worth $12.6M as of Q2 2026.
Brookstone Capital Management bought 13,242 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.6M.
iShares MSCI EAFE Growth ETF made up 0.13% of Brookstone Capital Management's portfolio in Q2 2026, its #193 holding.
Brookstone Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
226 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.