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

Curtis 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	$322K	Buy	2,591 +13	+0.5%	+$1.57K	0.27%	47
2026 Q1	$287K	Buy	2,578 +730	+40%	+$85.8K	0.27%	48
2025 Q4	$222K	Buy	+1,848	New	+$212K	0.19%	51

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

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

Curtis Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.5% in Q2 2026, buying an estimated $1.57K and bringing the position to 2,591 shares worth $322K. The position accounts for 0.27% of the portfolio, ranked #47.

Curtis Wealth Management first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Curtis Wealth Management held 2,591 shares of iShares MSCI EAFE Growth ETF worth $322K as of Q2 2026.
Curtis Wealth Management bought 13 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.57K.
iShares MSCI EAFE Growth ETF made up 0.27% of Curtis Wealth Management's portfolio in Q2 2026, its #47 holding.
Curtis Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Curtis Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.