GAMMA Investing’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

GAMMA Investing’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	$138K	Buy	1,110 +10	+0.9%	+$1.21K	0.01%	1560
2026 Q1	$123K	Sell	1,100 -461	-30%	-$54.2K	0.01%	1512
2025 Q4	$178K	Buy	1,561 +1,557	+38,925%	+$179K	0.01%	1127
2025 Q3	$456	Hold	4	–	–	﹤0.01%	3726
2025 Q2	$448	Hold	4	–	–	﹤0.01%	3646
2025 Q1	$400	Hold	4	–	–	﹤0.01%	3700
2024 Q4	$387	Hold	4	–	–	﹤0.01%	3623
2024 Q3	$431	Hold	4	–	–	﹤0.01%	3414
2024 Q2	$409	Hold	4	–	–	﹤0.01%	3243
2024 Q1	$415	Hold	4	–	–	﹤0.01%	3132
2023 Q4	$389	Buy	+4	New	+$358	﹤0.01%	3008

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

GAMMA Investing's EFG Position: Q2 2026 in Review

GAMMA Investing increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.91% in Q2 2026, buying an estimated $1.21K and bringing the position to 1,110 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #1560.

GAMMA Investing first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $178K in Q4 2025. 331 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

GAMMA Investing held 1,110 shares of iShares MSCI EAFE Growth ETF worth $138K as of Q2 2026.
GAMMA Investing bought 10 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.21K.
iShares MSCI EAFE Growth ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1560 holding.
GAMMA Investing first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
GAMMA Investing's iShares MSCI EAFE Growth ETF position peaked at $178K in Q4 2025.
331 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.