Connecticut Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Connecticut Wealth 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	$426K	Sell	3,422 -160	-4%	-$19.3K	0.02%	256
2026 Q1	$399K	Buy	3,582 +249	+7%	+$29.3K	0.02%	250
2025 Q4	$380K	Sell	3,333 -55	-2%	-$6.31K	0.02%	244
2025 Q3	$386K	Hold	3,388	–	–	0.02%	250
2025 Q2	$379K	Sell	3,388 -22	-0.6%	-$2.32K	0.02%	236
2025 Q1	$341K	Hold	3,410	–	–	0.02%	243
2024 Q4	$330K	Buy	3,410 +15	+0.4%	+$1.52K	0.02%	223
2024 Q3	$365K	Buy	3,395 +114	+3%	+$11.8K	0.02%	250
2024 Q2	$336K	Sell	3,281 -747	-19%	-$76.4K	0.02%	252
2024 Q1	$418K	Hold	4,028	–	–	0.02%	233
2023 Q4	$390K	Sell	4,028 -89	-2%	-$7.98K	0.02%	236
2023 Q3	$355K	Buy	+4,117	New	+$380K	0.02%	201

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MFG

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Connecticut Wealth Management's EFG Position: Q2 2026 in Review

Connecticut Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4.5% in Q2 2026, selling an estimated $19.3K and leaving 3,422 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #256.

Connecticut Wealth Management first reported a position in EFG in Q3 2023 and has held it in 12 quarters since. 635 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Connecticut Wealth Management held 3,422 shares of iShares MSCI EAFE Growth ETF worth $426K as of Q2 2026.
Connecticut Wealth Management sold 160 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $19.3K.
iShares MSCI EAFE Growth ETF made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #256 holding.
Connecticut Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 12 quarters since.
635 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.