Envestnet Portfolio Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Envestnet Portfolio Solutions’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	$235M	Buy	1,892,107 +52,153	+3%	+$6.29M	1.13%	17
2026 Q1	$205M	Buy	1,839,954 +1,724,366	+1,492%	+$203M	1.13%	19
2025 Q4	$13.2M	Sell	115,588 -110,139	-49%	-$12.6M	0.05%	198
2025 Q3	$25.7M	Sell	225,727 -1,278,383	-85%	-$142M	0.09%	111
2025 Q2	$168M	Sell	1,504,110 -148,490	-9%	-$15.7M	0.62%	34
2025 Q1	$165M	Sell	1,652,600 -2,582,250	-61%	-$263M	0.63%	34
2024 Q4	$410M	Buy	4,234,850 +709,383	+20%	+$72.1M	1.34%	20
2024 Q3	$380M	Sell	3,525,467 -216,670	-6%	-$22.5M	1.23%	20
2024 Q2	$383M	Buy	3,742,137 +1,416,067	+61%	+$145M	1.34%	19
2024 Q1	$241M	Buy	2,326,070 +170,268	+8%	+$16.9M	0.91%	23
2023 Q4	$209M	Sell	2,155,802 -1,013,297	-32%	-$90.8M	0.87%	24
2023 Q3	$273M	Buy	+3,169,099	New	+$292M	1.29%	16

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Envestnet Portfolio Solutions's EFG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.8% in Q2 2026, buying an estimated $6.29M and bringing the position to 1,892,107 shares worth $235M. The position accounts for 1.13% of the portfolio, ranked #17.

Envestnet Portfolio Solutions first reported a position in EFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $410M in Q4 2024. 303 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Envestnet Portfolio Solutions held 1,892,107 shares of iShares MSCI EAFE Growth ETF worth $235M as of Q2 2026.
Envestnet Portfolio Solutions bought 52,153 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $6.29M.
iShares MSCI EAFE Growth ETF made up 1.13% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #17 holding.
Envestnet Portfolio Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares MSCI EAFE Growth ETF position peaked at $410M in Q4 2024.
303 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.