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

DHJJ Financial Advisors’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	$9.83K	Hold	79	–	–	﹤0.01%	613
2026 Q1	$8.8K	Hold	79	–	–	﹤0.01%	618
2025 Q4	$9K	Hold	79	–	–	﹤0.01%	581
2025 Q3	$9K	Hold	79	–	–	﹤0.01%	564
2025 Q2	$8.85K	Hold	79	–	–	﹤0.01%	558
2025 Q1	$7.9K	Hold	79	–	–	﹤0.01%	531
2024 Q4	$7.65K	Hold	79	–	–	﹤0.01%	522
2024 Q3	$8.51K	Hold	79	–	–	﹤0.01%	514
2024 Q2	$8.08K	Hold	79	–	–	﹤0.01%	477
2024 Q1	$8.2K	Hold	79	–	–	﹤0.01%	466
2023 Q4	$7.65K	Hold	79	–	–	﹤0.01%	463
2023 Q3	$6.82K	Buy	+79	New	+$7.28K	﹤0.01%	466

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

DHJJ Financial Advisors's EFG Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 79 shares worth $9.83K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

DHJJ Financial Advisors first reported a position in EFG in Q3 2023 and has held it in 12 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

DHJJ Financial Advisors held 79 shares of iShares MSCI EAFE Growth ETF worth $9.83K as of Q2 2026.
DHJJ Financial Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #613 holding.
DHJJ Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.