Cornerstone Wealth Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cornerstone Wealth 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	–	Sell	-1,744	Closed	-$207K	–	508
2026 Q1	$207K	Buy	+1,744	New	+$205K	0.01%	428

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

Cornerstone Wealth Group's EFG Position: Q2 2026 in Review

Cornerstone Wealth Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 1,744 shares — an estimated $207K sold.

Cornerstone Wealth Group first reported a position in EFG in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Cornerstone Wealth Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Cornerstone Wealth Group sold 1,744 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $207K.
Cornerstone Wealth Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and held it in 1 quarter.
Cornerstone Wealth Group's iShares MSCI EAFE Growth ETF position peaked at $207K in Q1 2026.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.