Commonwealth Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Commonwealth Financial Services’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	$247K	Hold	1,988	–	–	0.03%	247
2026 Q1	$221K	Sell	1,988 -66	-3%	-$7.76K	0.04%	243
2025 Q4	$234K	Sell	2,054 -163	-7%	-$18.7K	0.04%	202
2025 Q3	$252K	Sell	2,217 -75	-3%	-$8.36K	0.04%	190
2025 Q2	$257K	Sell	2,292 -58,303	-96%	-$6.15M	0.05%	176
2025 Q1	$6.06M	Buy	60,595 +4,054	+7%	+$413K	1.24%	29
2024 Q4	$5.47M	Buy	56,541 +5,416	+11%	+$550K	1.07%	31
2024 Q3	$5.46M	Buy	51,125 +2,602	+5%	+$270K	1.08%	30
2024 Q2	$5.04M	Buy	48,523 +20,203	+71%	+$2.07M	1.03%	29
2024 Q1	$2.74M	Sell	28,320 -45	-0.2%	-$4.48K	0.65%	35
2023 Q4	$2.75M	Buy	28,365 +3,157	+13%	+$283K	0.65%	35
2023 Q3	$2.18M	Buy	+25,208	New	+$2.32M	0.65%	34

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

Commonwealth Financial Services's EFG Position: Q2 2026 in Review

Commonwealth Financial Services held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 1,988 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #247.

Commonwealth Financial Services first reported a position in EFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.06M in Q1 2025. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Commonwealth Financial Services held 1,988 shares of iShares MSCI EAFE Growth ETF worth $247K as of Q2 2026.
Commonwealth Financial Services left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #247 holding.
Commonwealth Financial Services first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 12 quarters since.
Commonwealth Financial Services's iShares MSCI EAFE Growth ETF position peaked at $6.06M in Q1 2025.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.