Duncan Williams Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Duncan Williams Asset 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	$1.48M	Buy	11,862 +18	+0.2%	+$2.17K	0.33%	43
2026 Q1	$1.32M	Sell	11,844 -127	-1%	-$14.9K	0.37%	36
2025 Q4	$1.41M	Sell	11,971 -280	-2%	-$32.1K	0.35%	38
2025 Q3	$1.4M	Sell	12,251 -208	-2%	-$23.2K	0.39%	34
2025 Q2	$1.4M	Buy	12,459 +7	+0.1%	+$738	0.44%	37
2025 Q1	$1.25M	Sell	12,452 -136	-1%	-$13.9K	0.45%	37
2024 Q4	$1.22M	Buy	12,588 +886	+8%	+$90K	0.48%	38
2024 Q3	$1.26M	Buy	+11,702	New	+$1.21M	0.69%	25

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

Duncan Williams Asset Management's EFG Position: Q2 2026 in Review

Duncan Williams Asset Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.15% in Q2 2026, buying an estimated $2.17K and bringing the position to 11,862 shares worth $1.48M. The position accounts for 0.33% of the portfolio, ranked #43.

Duncan Williams Asset Management first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Duncan Williams Asset Management held 11,862 shares of iShares MSCI EAFE Growth ETF worth $1.48M as of Q2 2026.
Duncan Williams Asset Management bought 18 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.17K.
iShares MSCI EAFE Growth ETF made up 0.33% of Duncan Williams Asset Management's portfolio in Q2 2026, its #43 holding.
Duncan Williams Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.