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

Eagle 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 		$10.4M Buy
83,534
+3,126
+4% +$377K 1.03% 25
2026
Q1 		$8.96M Buy
80,408
+1,134
+1% +$133K 1.07% 25
2025
Q4 		$9.03M Buy
79,274
+5,676
+8% +$651K 1.15% 24
2025
Q3 		$8.38M Buy
73,598
+70,101
+2,005% +$7.81M 1.12% 24
2025
Q2 		$392K Buy
3,497
+1,350
+63% +$142K 0.06% 163
2025
Q1 		$215K Sell
2,147
-213
-9% -$21.7K 0.04% 206
2024
Q4 		$229K Buy
2,360
+125
+6% +$12.7K 0.04% 201
2024
Q3 		$241K Buy
2,235
+8
+0.4% +$830 0.04% 189
2024
Q2 		$228K Sell
2,227
-26,054
-92% -$2.66M 0.04% 194
2024
Q1 		$2.94M Buy
+28,281
New +$2.82M 0.65% 36
2023
Q3 		– Sell
-2,217
Closed -$212K – 179
2023
Q2 		$212K Buy
+2,217
New +$211K 0.05% 178
2022
Q2 		– Sell
-3,407
Closed -$328K – 141
2022
Q1 		$328K Sell
3,407
-237
-7% -$23.3K 0.13% 107
2021
Q4 		$402K Buy
+3,644
New +$399K 0.16% 95

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Eagle Strategies's EFG Position: Q2 2026 in Review

Eagle Strategies increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.9% in Q2 2026, buying an estimated $377K and bringing the position to 83,534 shares worth $10.4M. The position accounts for 1.03% of the portfolio, ranked #25.

Eagle Strategies first reported a position in EFG in Q4 2021 and has held it in 13 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Eagle Strategies held 83,534 shares of iShares MSCI EAFE Growth ETF worth $10.4M as of Q2 2026.
  • Eagle Strategies bought 3,126 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $377K.
  • iShares MSCI EAFE Growth ETF made up 1.03% of Eagle Strategies's portfolio in Q2 2026, its #25 holding.
  • Eagle Strategies first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.