Evoke Wealth
EFG icon

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

Evoke 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 		– Sell
-33,815
Closed -$3.77M – 190
2026
Q1 		$3.77M Buy
33,815
+8,942
+36% +$1.05M 0.07% 105
2025
Q4 		$2.83M Buy
24,873
+4,145
+20% +$475K 0.05% 138
2025
Q3 		$2.36M Buy
20,728
+5,372
+35% +$599K 0.05% 146
2025
Q2 		$1.72M Buy
15,356
+3,146
+26% +$332K 0.04% 176
2025
Q1 		$1.22M Buy
12,210
+903
+8% +$92K 0.03% 174
2024
Q4 		$1.09M Sell
11,307
-1,074
-9% -$109K 0.03% 183
2024
Q3 		$1.33M Buy
+12,381
New +$1.28M 0.04% 163
2024
Q2 		– Sell
-11,605
Closed -$1.2M – 188
2024
Q1 		$1.2M Buy
+11,605
New +$1.16M 0.04% 160
2023
Q4 		– Sell
-15,923
Closed -$1.37M – 171
2023
Q3 		$1.37M Buy
15,923
+7,155
+82% +$660K 0.05% 150
2023
Q2 		$837K Buy
8,768
+2,525
+40% +$240K 0.03% 176
2023
Q1 		$585K Hold
6,243
– – 0.02% 200
2022
Q4 		$523K Sell
6,243
-217
-3% -$17.5K 0.02% 210
2022
Q3 		$469K Buy
6,460
+404
+7% +$33K 0.02% 213
2022
Q2 		$487K Sell
6,056
-203
-3% -$17.6K 0.02% 219
2022
Q1 		$603K Buy
6,259
+6,114
+4,217% +$601K 0.02% 213
2021
Q4 		$16K Buy
+145
New +$15.9K ﹤0.01% 711

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Nomura Asset Management International
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
Park Avenue Securities
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

Evoke Wealth's EFG Position: Q2 2026 in Review

Evoke Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 33,815 shares — an estimated $3.77M sold.

Evoke Wealth first reported a position in EFG in Q4 2021 and held it in 16 quarters. The position peaked at $3.77M in Q1 2026. 1,064 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Evoke Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 33,815 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.77M.
  • Evoke Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 16 quarters.
  • Evoke Wealth's iShares MSCI EAFE Growth ETF position peaked at $3.77M in Q1 2026.
  • 1,064 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.