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

Gallagher Fiduciary 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	$473K	Sell	3,798 -32	-0.8%	-$3.86K	0.02%	203
2026 Q1	$426K	Buy	+3,830	New	+$450K	0.02%	192
2025 Q3	–	Sell	-4,272	Closed	-$478K	–	317
2025 Q2	$478K	Buy	4,272 +266	+7%	+$28.1K	0.02%	186
2025 Q1	$401K	Sell	4,006 -1,696	-30%	-$173K	0.01%	186
2024 Q4	$552K	Buy	5,702 +1,741	+44%	+$177K	0.11%	128
2024 Q3	$426K	Buy	3,961 +1,525	+63%	+$158K	0.09%	137
2024 Q2	$249K	Buy	2,436 +333	+16%	+$34K	0.06%	194
2024 Q1	$218K	Sell	2,103 -984	-32%	-$98K	0.01%	178
2023 Q4	$299K	Sell	3,087 -60	-2%	-$5.38K	0.01%	144
2023 Q3	$272K	Buy	3,147 +838	+36%	+$77.3K	0.02%	138
2023 Q2	$220K	Buy	+2,309	New	+$220K	0.02%	198

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

Gallagher Fiduciary Advisors's EFG Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.84% in Q2 2026, selling an estimated $3.86K and leaving 3,798 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #203.

Gallagher Fiduciary Advisors first reported a position in EFG in Q2 2023 and has held it in 11 quarters since. The position peaked at $552K in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Gallagher Fiduciary Advisors held 3,798 shares of iShares MSCI EAFE Growth ETF worth $473K as of Q2 2026.
Gallagher Fiduciary Advisors sold 32 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.86K.
iShares MSCI EAFE Growth ETF made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #203 holding.
Gallagher Fiduciary Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 11 quarters since.
Gallagher Fiduciary Advisors's iShares MSCI EAFE Growth ETF position peaked at $552K in Q4 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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