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

Dynasty 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	$13.2M	Sell	106,161 -753	-0.7%	-$90.8K	0.1%	64
2026 Q1	$11.9M	Sell	106,914 -327,335	-75%	-$38.5M	0.1%	62
2025 Q4	$49.5M	Sell	434,249 -136,380	-24%	-$15.6M	0.49%	39
2025 Q3	$65M	Buy	570,629 +112,519	+25%	+$12.5M	0.87%	30
2025 Q2	$51.3M	Sell	458,110 -57,060	-11%	-$6.02M	0.87%	29
2025 Q1	$51.5M	Sell	515,170 -290,190	-36%	-$29.6M	0.86%	30
2024 Q4	$78M	Buy	+805,360	New	+$81.8M	1.35%	23
2024 Q3	–	Sell	-125,243	Closed	-$12.8M	–	233
2024 Q2	$12.8M	Buy	125,243 +83,157	+198%	+$8.5M	0.38%	34
2024 Q1	$4.37M	Buy	+42,086	New	+$4.19M	0.14%	48

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

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

Dynasty Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.7% in Q2 2026, selling an estimated $90.8K and leaving 106,161 shares worth $13.2M. The position accounts for 0.1% of the portfolio, ranked #64.

Dynasty Wealth Management first reported a position in EFG in Q1 2024 and has held it in 9 quarters since. The position peaked at $78M in Q4 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Dynasty Wealth Management held 106,161 shares of iShares MSCI EAFE Growth ETF worth $13.2M as of Q2 2026.
Dynasty Wealth Management sold 753 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $90.8K.
iShares MSCI EAFE Growth ETF made up 0.1% of Dynasty Wealth Management's portfolio in Q2 2026, its #64 holding.
Dynasty Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 9 quarters since.
Dynasty Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $78M in Q4 2024.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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