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Evergreen Wealth Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Evergreen Wealth 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 		$859K Buy
6,757
+1,016
+18% +$123K 0.04% 228
2026
Q1 		$639K Buy
+5,741
New +$675K 0.05% 219

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

Evergreen Wealth Solutions's EFG Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares MSCI EAFE Growth ETF (EFG) stake by 18% in Q2 2026, buying an estimated $123K and bringing the position to 6,757 shares worth $859K. The position accounts for 0.04% of the portfolio, ranked #228.

Evergreen Wealth Solutions first reported a position in EFG in Q1 2026 and has held it in 2 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Evergreen Wealth Solutions held 6,757 shares of iShares MSCI EAFE Growth ETF worth $859K as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,016 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $123K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #228 holding.
  • Evergreen Wealth Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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