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

Daviman Financial’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 		$1.74M Buy
13,961
+12,138
+666% +$1.46M 0.96% 23
2026
Q1 		$203K Sell
1,823
-365
-17% -$42.9K 0.12% 84
2025
Q4 		$249K Buy
+2,188
New +$251K 0.15% 78

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Daviman Financial's EFG Position: Q2 2026 in Review

Daviman Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 666% in Q2 2026, buying an estimated $1.46M and bringing the position to 13,961 shares worth $1.74M. The position accounts for 0.96% of the portfolio, ranked #23.

Daviman Financial 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.

  • Daviman Financial held 13,961 shares of iShares MSCI EAFE Growth ETF worth $1.74M as of Q2 2026.
  • Daviman Financial bought 12,138 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.46M.
  • iShares MSCI EAFE Growth ETF made up 0.96% of Daviman Financial's portfolio in Q2 2026, its #23 holding.
  • Daviman Financial 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 Daviman Financial's 13F filing for Q2 2026, filed 27 Jul 2026.