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

Dominguez Wealth Management Solutions’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	$5.04M	Buy	40,504 +171	+0.4%	+$20.6K	2.78%	8
2026 Q1	$4.49M	Buy	40,333 +2,569	+7%	+$302K	2.72%	8
2025 Q4	$4.3M	Buy	37,764 +1,893	+5%	+$217K	2.63%	8
2025 Q3	$4.08M	Buy	35,871 +2,555	+8%	+$285K	2.59%	8
2025 Q2	$3.73M	Buy	33,316 +2,363	+8%	+$249K	2.59%	7
2025 Q1	$3.1M	Buy	30,953 +1,537	+5%	+$157K	2.27%	10
2024 Q4	$2.85M	Buy	29,416 +395	+1%	+$40.1K	2.08%	11
2024 Q3	$3.12M	Sell	29,021 -1,776	-6%	-$184K	2.26%	9
2024 Q2	$3.15M	Buy	30,797 +2,276	+8%	+$233K	2.37%	10
2024 Q1	$2.96M	Buy	28,521 +712	+3%	+$70.9K	2.33%	11
2023 Q4	$2.69M	Buy	27,809 +346	+1%	+$31K	2.23%	10
2023 Q3	$2.37M	Buy	27,463 +197	+0.7%	+$18.2K	2.19%	11
2023 Q2	$2.6M	Buy	27,266 +170	+0.6%	+$16.2K	2.27%	10
2023 Q1	$2.54M	Buy	27,096 +724	+3%	+$65.1K	2.33%	10
2022 Q4	$2.21M	Buy	+26,372	New	+$2.13M	2.2%	12

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

Dominguez Wealth Management Solutions's EFG Position: Q2 2026 in Review

Dominguez Wealth Management Solutions increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.42% in Q2 2026, buying an estimated $20.6K and bringing the position to 40,504 shares worth $5.04M. The position accounts for 2.78% of the portfolio, ranked #8.

Dominguez Wealth Management Solutions first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Dominguez Wealth Management Solutions held 40,504 shares of iShares MSCI EAFE Growth ETF worth $5.04M as of Q2 2026.
Dominguez Wealth Management Solutions bought 171 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $20.6K.
iShares MSCI EAFE Growth ETF made up 2.78% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #8 holding.
Dominguez Wealth Management Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.