Endeavor Private Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Endeavor Private Wealth’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	$5.28M	Buy	42,403 +3,212	+8%	+$387K	1.28%	15
2026 Q1	$4.36M	Buy	39,191 +33,246	+559%	+$3.91M	1.25%	20
2025 Q4	$677K	Sell	5,945 -19,316	-76%	-$2.21M	0.19%	101
2025 Q3	$2.88M	Sell	25,261 -3,945	-14%	-$440K	0.89%	32
2025 Q2	$3.27M	Buy	29,206 +3,185	+12%	+$336K	1.55%	19
2025 Q1	$2.6M	Sell	26,021 -9,757	-27%	-$995K	1.41%	18
2024 Q4	$3.46M	Buy	+35,778	New	+$3.64M	3.29%	11

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

Endeavor Private Wealth's EFG Position: Q2 2026 in Review

Endeavor Private Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 8.2% in Q2 2026, buying an estimated $387K and bringing the position to 42,403 shares worth $5.28M. The position accounts for 1.28% of the portfolio, ranked #15.

Endeavor Private Wealth first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Endeavor Private Wealth held 42,403 shares of iShares MSCI EAFE Growth ETF worth $5.28M as of Q2 2026.
Endeavor Private Wealth bought 3,212 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $387K.
iShares MSCI EAFE Growth ETF made up 1.28% of Endeavor Private Wealth's portfolio in Q2 2026, its #15 holding.
Endeavor Private Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.