Financial Engines Advisors
EFG icon

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

Financial Engines 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 		$2.97M Buy
23,877
+558
+2% +$67.3K 0.01% 196
2026
Q1 		$2.6M Sell
23,319
-169
-0.7% -$19.9K 0.01% 197
2025
Q4 		$2.68M Sell
23,488
-110
-0.5% -$12.6K 0.01% 202
2025
Q3 		$2.69M Buy
23,598
+494
+2% +$55.1K 0.01% 202
2025
Q2 		$2.59M Buy
23,104
+20,655
+843% +$2.18M 0.01% 196
2025
Q1 		$245K Sell
2,449
-592
-19% -$60.3K ﹤0.01% 394
2024
Q4 		$294K Buy
3,041
+783
+35% +$79.6K ﹤0.01% 387
2024
Q3 		$243K Sell
2,258
-183
-7% -$19K ﹤0.01% 354
2024
Q2 		$250K Buy
2,441
+38
+2% +$3.88K ﹤0.01% 327
2024
Q1 		$249K Sell
2,403
-222
-8% -$22.1K ﹤0.01% 310
2023
Q4 		$254K Buy
+2,625
New +$235K ﹤0.01% 286
2023
Q3 		– Sell
-2,757
Closed -$263K – 288
2023
Q2 		$263K Buy
2,757
+528
+24% +$50.2K ﹤0.01% 253
2023
Q1 		$209K Buy
+2,229
New +$200K ﹤0.01% 278
2022
Q4 		– Sell
-5,414
Closed -$392K – 294
2022
Q3 		$392K Buy
+5,414
New +$442K ﹤0.01% 218
2022
Q1 		– Sell
-1,898
Closed -$210K – 315
2021
Q4 		$210K Buy
+1,898
New +$208K ﹤0.01% 261
2021
Q3 		– Sell
-2,715
Closed -$291K – 273
2021
Q2 		$291K Buy
2,715
+328
+14% +$34.9K ﹤0.01% 182
2021
Q1 		$240K Sell
2,387
-514
-18% -$52.3K ﹤0.01% 240
2020
Q4 		$293K Sell
2,901
-49
-2% -$4.64K ﹤0.01% 209
2020
Q3 		$265K Buy
+2,950
New +$261K ﹤0.01% 199

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

Financial Engines Advisors's EFG Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.4% in Q2 2026, buying an estimated $67.3K and bringing the position to 23,877 shares worth $2.97M. The position accounts for 0.01% of the portfolio, ranked #196.

Financial Engines Advisors first reported a position in EFG in Q3 2020 and has held it in 19 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Financial Engines Advisors held 23,877 shares of iShares MSCI EAFE Growth ETF worth $2.97M as of Q2 2026.
  • Financial Engines Advisors bought 558 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $67.3K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #196 holding.
  • Financial Engines Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 19 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.