D.J. St. Germain’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

D.J. St. Germain’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	$29.1K	Hold	234	–	–	﹤0.01%	538
2026 Q1	$26.1K	Hold	234	–	–	﹤0.01%	536
2025 Q4	$26.7K	Hold	234	–	–	﹤0.01%	545
2025 Q3	$26.6K	Hold	234	–	–	﹤0.01%	544
2025 Q2	$26.2K	Sell	234 -300	-56%	-$31.6K	﹤0.01%	541
2025 Q1	$53.4K	Buy	534 +500	+1,471%	+$51K	﹤0.01%	393
2024 Q4	$3.29K	Hold	34	–	–	﹤0.01%	695
2024 Q3	$3.66K	Hold	34	–	–	﹤0.01%	632
2024 Q2	$3.48K	Buy	+34	New	+$3.48K	﹤0.01%	641

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

D.J. St. Germain's EFG Position: Q2 2026 in Review

D.J. St. Germain held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 234 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

D.J. St. Germain first reported a position in EFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $53.4K in Q1 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

D.J. St. Germain held 234 shares of iShares MSCI EAFE Growth ETF worth $29.1K as of Q2 2026.
D.J. St. Germain left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #538 holding.
D.J. St. Germain first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 9 quarters since.
D.J. St. Germain's iShares MSCI EAFE Growth ETF position peaked at $53.4K in Q1 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.