Clear Retirement Advice’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Clear Retirement Advice’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	$290K	Hold	2,331	–	–	0.2%	45
2026 Q1	$260K	Hold	2,331	–	–	0.2%	48
2025 Q4	$275K	Buy	+2,331	New	+$267K	0.21%	46

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

Clear Retirement Advice's EFG Position: Q2 2026 in Review

Clear Retirement Advice held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,331 shares worth $290K. The position accounts for 0.2% of the portfolio, ranked #45.

Clear Retirement Advice first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 1,055 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Clear Retirement Advice held 2,331 shares of iShares MSCI EAFE Growth ETF worth $290K as of Q2 2026.
Clear Retirement Advice left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.2% of Clear Retirement Advice's portfolio in Q2 2026, its #45 holding.
Clear Retirement Advice first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,055 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Clear Retirement Advice's 13F filing for Q2 2026, filed 15 Jul 2026.