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

Fonville 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	$292K	Sell	2,345 -30	-1%	-$3.62K	0.05%	122
2026 Q1	$265K	Hold	2,375	–	–	0.05%	114
2025 Q4	$271K	Hold	2,375	–	–	0.06%	111
2025 Q3	$270K	Hold	2,375	–	–	0.06%	110
2025 Q2	$266K	Hold	2,375	–	–	0.07%	105
2025 Q1	$246K	Hold	2,375	–	–	0.07%	107
2024 Q4	$230K	Sell	2,375 -44	-2%	-$4.47K	0.08%	100
2024 Q3	$260K	Sell	2,419 -231	-9%	-$24K	0.09%	99
2024 Q2	$271K	Sell	2,650 -30	-1%	-$3.07K	0.11%	84
2024 Q1	$278K	Buy	2,680 +180	+7%	+$17.9K	0.12%	78
2023 Q4	$242K	Buy	+2,500	New	+$224K	0.13%	76

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

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

Fonville Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.3% in Q2 2026, selling an estimated $3.62K and leaving 2,345 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #122.

Fonville Wealth Management first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Fonville Wealth Management held 2,345 shares of iShares MSCI EAFE Growth ETF worth $292K as of Q2 2026.
Fonville Wealth Management sold 30 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.62K.
iShares MSCI EAFE Growth ETF made up 0.05% of Fonville Wealth Management's portfolio in Q2 2026, its #122 holding.
Fonville Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.