Dynamic Wealth Strategies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Dynamic Wealth Strategies’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	$120K	Hold	967	–	–	0.06%	113
2026 Q1	$108K	Hold	967	–	–	0.06%	116
2025 Q4	$110K	Buy	+967	New	+$111K	0.07%	111

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

Dynamic Wealth Strategies's EFG Position: Q2 2026 in Review

Dynamic Wealth Strategies held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 967 shares worth $120K. The position accounts for 0.06% of the portfolio, ranked #113.

Dynamic Wealth Strategies first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Dynamic Wealth Strategies held 967 shares of iShares MSCI EAFE Growth ETF worth $120K as of Q2 2026.
Dynamic Wealth Strategies left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.06% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #113 holding.
Dynamic Wealth Strategies first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.