FWG Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

FWG Investments’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	$1.82M	Buy	14,601 +1,851	+15%	+$223K	0.96%	29
2026 Q1	$1.42M	Sell	12,750 -1,333	-9%	-$157K	0.9%	34
2025 Q4	$1.6M	Sell	14,083 -10	-0.1%	-$1.15K	1.02%	29
2025 Q3	$1.6M	Sell	14,093 -1,530	-10%	-$171K	1.1%	23
2025 Q2	$1.75M	Sell	15,623 -121	-0.8%	-$12.8K	1.33%	17
2025 Q1	$1.57M	Sell	15,744 -4,033	-20%	-$411K	1.85%	16
2024 Q4	$1.91M	Buy	19,777 +3,003	+18%	+$305K	1.49%	15
2024 Q3	$1.81M	Buy	16,774 +221	+1%	+$22.9K	1.56%	14
2024 Q2	$1.69M	Buy	16,553 +2,396	+17%	+$245K	1.71%	15
2024 Q1	$1.47M	Sell	14,157 -494	-3%	-$49.2K	1.59%	15
2023 Q4	$1.42M	Buy	+14,651	New	+$1.31M	1.76%	12

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

FWG Investments's EFG Position: Q2 2026 in Review

FWG Investments increased its iShares MSCI EAFE Growth ETF (EFG) stake by 15% in Q2 2026, buying an estimated $223K and bringing the position to 14,601 shares worth $1.82M. The position accounts for 0.96% of the portfolio, ranked #29.

FWG Investments first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q4 2024. 1,061 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

FWG Investments held 14,601 shares of iShares MSCI EAFE Growth ETF worth $1.82M as of Q2 2026.
FWG Investments bought 1,851 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $223K.
iShares MSCI EAFE Growth ETF made up 0.96% of FWG Investments's portfolio in Q2 2026, its #29 holding.
FWG Investments first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
FWG Investments's iShares MSCI EAFE Growth ETF position peaked at $1.91M in Q4 2024.
1,061 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.