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Global Wealth Management Investment Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Global Wealth Management Investment Advisory’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 		$1.02M Sell
8,190
-937
-10% -$113K 0.15% 102
2026
Q1 		$1.02M Sell
9,127
-710
-7% -$83.5K 0.16% 102
2025
Q4 		$1.12M Sell
9,837
-745
-7% -$85.4K 0.18% 95
2025
Q3 		$1.21M Sell
10,582
-36
-0.3% -$4.01K 0.2% 95
2025
Q2 		$1.19M Buy
10,618
+285
+3% +$30.1K 0.22% 92
2025
Q1 		$1.03M Buy
10,333
+70
+0.7% +$7.14K 0.21% 94
2024
Q4 		$994K Sell
10,263
-144
-1% -$14.6K 0.2% 94
2024
Q3 		$1.12M Sell
10,407
-73
-0.7% -$7.57K 0.24% 88
2024
Q2 		$1.07M Buy
10,480
+385
+4% +$39.4K 0.25% 86
2024
Q1 		$1.05M Sell
10,095
-832
-8% -$82.8K 0.26% 88
2023
Q4 		$1.06M Sell
10,927
-1,450
-12% -$130K 0.27% 91
2023
Q3 		$1.07M Sell
12,377
-719
-5% -$66.3K 0.3% 86
2023
Q2 		$1.25M Sell
13,096
-2,182
-14% -$208K 0.34% 80
2023
Q1 		$1.43M Sell
15,278
-1,967
-11% -$177K 0.43% 67
2022
Q4 		$1.44M Sell
17,245
-1,265
-7% -$102K 0.47% 66
2022
Q3 		$1.34M Buy
18,510
+594
+3% +$48.5K 0.48% 67
2022
Q2 		$1.44M Sell
17,916
-7,610
-30% -$661K 0.49% 64
2022
Q1 		$2.46M Sell
25,526
-2,219
-8% -$218K 0.73% 52
2021
Q4 		$3.06M Sell
27,745
-986
-3% -$108K 0.92% 36
2021
Q3 		$3.06M Sell
28,731
-306
-1% -$33.7K 0.97% 35
2021
Q2 		$3.12M Buy
29,037
+209
+0.7% +$22.2K 1.04% 32
2021
Q1 		$2.9M Sell
28,828
-165
-0.6% -$16.8K 1.04% 33
2020
Q4 		$2.93M Sell
28,993
-1,315
-4% -$124K 1.13% 29
2020
Q3 		$2.72M Sell
30,308
-6,722
-18% -$596K 1.18% 28
2020
Q2 		$3.08M Buy
37,030
+5,679
+18% +$444K 1.31% 21
2020
Q1 		$2.23M Sell
31,351
-3,617
-10% -$293K 1.12% 26
2019
Q4 		$3.02M Sell
34,968
-88
-0.3% -$7.34K 1.28% 25
2019
Q3 		$2.82M Buy
35,056
+546
+2% +$43.7K 1.29% 24
2019
Q2 		$2.79M Sell
34,510
-1,554
-4% -$123K 1.35% 23
2019
Q1 		$2.79M Buy
36,064
+4,797
+15% +$356K 1.45% 17
2018
Q4 		$2.16M Buy
+31,267
New +$2.28M 1.26% 20

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Global Wealth Management Investment Advisory's EFG Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 10% in Q2 2026, selling an estimated $113K and leaving 8,190 shares worth $1.02M. The position accounts for 0.15% of the portfolio, ranked #102.

Global Wealth Management Investment Advisory first reported a position in EFG in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.12M in Q2 2021. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Global Wealth Management Investment Advisory held 8,190 shares of iShares MSCI EAFE Growth ETF worth $1.02M as of Q2 2026.
  • Global Wealth Management Investment Advisory sold 937 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $113K.
  • iShares MSCI EAFE Growth ETF made up 0.15% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #102 holding.
  • Global Wealth Management Investment Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Global Wealth Management Investment Advisory's iShares MSCI EAFE Growth ETF position peaked at $3.12M in Q2 2021.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.