EWM
EFG icon

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

Evolution Wealth Management’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 		$3.32M Buy
26,672
+6,908
+35% +$833K 1.95% 10
2026
Q1 		$2.2M Buy
19,764
+8,710
+79% +$1.02M 1.61% 14
2025
Q4 		$1.26M Buy
11,054
+4,572
+71% +$524K 1.04% 22
2025
Q3 		$738K Buy
6,482
+3,008
+87% +$335K 0.76% 29
2025
Q2 		$389K Buy
+3,474
New +$366K 0.48% 39

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

Evolution Wealth Management's EFG Position: Q2 2026 in Review

Evolution Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 35% in Q2 2026, buying an estimated $833K and bringing the position to 26,672 shares worth $3.32M. The position accounts for 1.95% of the portfolio, ranked #10.

Evolution Wealth Management first reported a position in EFG in Q2 2025 and has held it in 5 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Evolution Wealth Management held 26,672 shares of iShares MSCI EAFE Growth ETF worth $3.32M as of Q2 2026.
  • Evolution Wealth Management bought 6,908 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $833K.
  • iShares MSCI EAFE Growth ETF made up 1.95% of Evolution Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Evolution Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.