EFG International’s iShares Russell Top 200 Value ETF IWX Stock Holding History

EFG International’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$117K	Hold	1,110	–	–	﹤0.01%	674
2026 Q1	$103K	Hold	1,110	–	–	﹤0.01%	638
2025 Q4	$102K	Buy	+1,110	New	+$99.6K	﹤0.01%	613

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

EFG International's IWX Position: Q2 2026 in Review

EFG International held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 1,110 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

EFG International first reported a position in IWX in Q4 2025 and has held it in 3 quarters since. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

EFG International held 1,110 shares of iShares Russell Top 200 Value ETF worth $117K as of Q2 2026.
EFG International left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of EFG International's portfolio in Q2 2026, its #674 holding.
EFG International first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and has held it in 3 quarters since.
270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.