Faithward Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Faithward Advisors’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	$2.27M	Buy	18,260 +10,415	+133%	+$1.26M	0.28%	91
2026 Q1	$874K	Buy	7,845 +2,804	+56%	+$330K	0.12%	139
2025 Q4	$574K	Buy	5,041 +1,138	+29%	+$130K	0.08%	179
2025 Q3	$444K	Buy	3,903 +900	+30%	+$100K	0.07%	193
2025 Q2	$336K	Buy	3,003 +468	+18%	+$49.4K	0.05%	208
2025 Q1	$254K	Buy	2,535 +319	+14%	+$32.5K	0.04%	230
2024 Q4	$215K	Sell	2,216 -116	-5%	-$11.8K	0.04%	235
2024 Q3	$251K	Buy	+2,332	New	+$242K	0.04%	235
2024 Q1	–	Sell	-238	Closed	-$23.2K	–	259
2023 Q4	$23.2K	Hold	238	–	–	0.01%	214
2023 Q3	$20.9K	Hold	238	–	–	0.01%	203
2023 Q2	$22.2K	Hold	238	–	–	0.01%	209
2023 Q1	$22.8K	Hold	238	–	–	0.01%	253
2022 Q4	$19.9K	Buy	238 +184	+341%	+$14.9K	﹤0.01%	203
2022 Q3	$4K	Hold	54	–	–	﹤0.01%	219
2022 Q2	$4K	Hold	54	–	–	﹤0.01%	243
2022 Q1	$5K	Hold	54	–	–	﹤0.01%	255
2021 Q4	$6K	Buy	+54	New	+$5.91K	﹤0.01%	246

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

Faithward Advisors's EFG Position: Q2 2026 in Review

Faithward Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 133% in Q2 2026, buying an estimated $1.26M and bringing the position to 18,260 shares worth $2.27M. The position accounts for 0.28% of the portfolio, ranked #91.

Faithward Advisors first reported a position in EFG in Q4 2021 and has held it in 17 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Faithward Advisors held 18,260 shares of iShares MSCI EAFE Growth ETF worth $2.27M as of Q2 2026.
Faithward Advisors bought 10,415 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.26M.
iShares MSCI EAFE Growth ETF made up 0.28% of Faithward Advisors's portfolio in Q2 2026, its #91 holding.
Faithward Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 17 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.