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

Destination 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 		$230K Buy
+1,847
New +$223K 0.01% 307
2014
Q4 		– Sell
-6,845
Closed -$466K – 117
2014
Q3 		$466K Hold
6,845
– – 0.05% 89
2014
Q2 		$496K Sell
6,845
-321
-4% -$23.1K 0.05% 85
2014
Q1 		$508K Buy
+7,166
New +$501K 0.05% 86

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

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

Destination Wealth Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,847 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings. This is a return to the name: Destination Wealth Management previously reported a position in EFG as recently as Q3 2014.

Destination Wealth Management first reported a position in EFG in Q1 2014 and has held it in 4 quarters since. The position peaked at $508K in Q1 2014. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Destination Wealth Management held 1,847 shares of iShares MSCI EAFE Growth ETF worth $230K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new Destination Wealth Management position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Destination Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2014 and has held it in 4 quarters since.
  • Destination Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $508K in Q1 2014.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.