BIG
EFG icon

Brookwood Investment Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Brookwood Investment 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 		$1.89M Buy
15,207
+8,506
+127% +$1.03M 0.21% 104
2026
Q1 		$746K Sell
6,701
-1,680
-20% -$198K 0.09% 206
2025
Q4 		$955K Sell
8,381
-1,296
-13% -$149K 0.11% 177
2025
Q3 		$1.1M Sell
9,677
-344
-3% -$38.3K 0.14% 127
2025
Q2 		$1.12M Sell
10,021
-1,086
-10% -$115K 0.18% 111
2025
Q1 		$1.11M Buy
+11,107
New +$1.13M 0.19% 107

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Brookwood Investment Group's EFG Position: Q2 2026 in Review

Brookwood Investment Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 127% in Q2 2026, buying an estimated $1.03M and bringing the position to 15,207 shares worth $1.89M. The position accounts for 0.21% of the portfolio, ranked #104.

Brookwood Investment Group first reported a position in EFG in Q1 2025 and has held it in 6 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Brookwood Investment Group held 15,207 shares of iShares MSCI EAFE Growth ETF worth $1.89M as of Q2 2026.
  • Brookwood Investment Group bought 8,506 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.03M.
  • iShares MSCI EAFE Growth ETF made up 0.21% of Brookwood Investment Group's portfolio in Q2 2026, its #104 holding.
  • Brookwood Investment Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.