Causey Wealth LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Causey Wealth LLC’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	$1M	Sell	8,055 -207	-3%	-$25K	0.39%	41
2026 Q1	$920K	Sell	8,262 -1,631	-16%	-$192K	0.39%	40
2025 Q4	$1.13M	Sell	9,893 -484	-5%	-$55.5K	0.51%	36
2025 Q3	$1.18M	Sell	10,377 -930	-8%	-$104K	0.58%	35
2025 Q2	$1.27M	Sell	11,307 -162	-1%	-$17.1K	0.65%	34
2025 Q1	$1.15M	Sell	11,469 -2,784	-20%	-$284K	0.64%	34
2024 Q4	$1.38M	Buy	+14,253	New	+$1.45M	0.8%	32

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

Causey Wealth LLC's EFG Position: Q2 2026 in Review

Causey Wealth LLC reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2.5% in Q2 2026, selling an estimated $25K and leaving 8,055 shares worth $1M. The position accounts for 0.39% of the portfolio, ranked #41.

Causey Wealth LLC first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Causey Wealth LLC held 8,055 shares of iShares MSCI EAFE Growth ETF worth $1M as of Q2 2026.
Causey Wealth LLC sold 207 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $25K.
iShares MSCI EAFE Growth ETF made up 0.39% of Causey Wealth LLC's portfolio in Q2 2026, its #41 holding.
Causey Wealth LLC first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's iShares MSCI EAFE Growth ETF position peaked at $1.38M in Q4 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.