Gateway Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Gateway Wealth Partners’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	$6.2M	Sell	49,853 -34,653	-41%	-$4.18M	0.37%	70
2026 Q1	$9.41M	Buy	+84,506	New	+$9.94M	0.37%	76
2025 Q4	–	Sell	-3,215	Closed	-$366K	–	462
2025 Q3	$366K	Sell	3,215 -15,034	-82%	-$1.68M	0.05%	284
2025 Q2	$2.04M	Buy	18,249 +1,167	+7%	+$123K	0.39%	73
2025 Q1	$1.71M	Sell	17,082 -12,977	-43%	-$1.32M	0.38%	75
2024 Q4	$2.91M	Buy	30,059 +3,204	+12%	+$326K	0.75%	35
2024 Q3	$2.89M	Buy	26,855 +420	+2%	+$43.6K	0.8%	36
2024 Q2	$2.7M	Buy	26,435 +10,361	+64%	+$1.06M	0.82%	30
2024 Q1	$1.67M	Buy	16,074 +2,434	+18%	+$242K	0.6%	44
2023 Q4	$1.32M	Sell	13,640 -7,036	-34%	-$631K	0.53%	47
2023 Q3	$1.78M	Buy	20,676 +1,953	+10%	+$180K	0.32%	59
2023 Q2	$1.79M	Sell	18,723 -485	-3%	-$46.1K	0.32%	60
2023 Q1	$1.8M	Buy	19,208 +3,959	+26%	+$356K	0.28%	61
2022 Q4	$1.28M	Buy	+15,249	New	+$1.23M	0.22%	59

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

Gateway Wealth Partners's EFG Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 41% in Q2 2026, selling an estimated $4.18M and leaving 49,853 shares worth $6.2M. The position accounts for 0.37% of the portfolio, ranked #70.

Gateway Wealth Partners first reported a position in EFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.41M in Q1 2026. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Gateway Wealth Partners held 49,853 shares of iShares MSCI EAFE Growth ETF worth $6.2M as of Q2 2026.
Gateway Wealth Partners sold 34,653 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $4.18M.
iShares MSCI EAFE Growth ETF made up 0.37% of Gateway Wealth Partners's portfolio in Q2 2026, its #70 holding.
Gateway Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 14 quarters since.
Gateway Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $9.41M in Q1 2026.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.