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

Goldstein 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	$297K	Sell	2,386 -26	-1%	-$3.13K	0.03%	191
2026 Q1	$269K	Buy	2,412 +40	+2%	+$4.7K	0.03%	169
2025 Q4	$270K	Sell	2,372 -97	-4%	-$11.1K	0.03%	163
2025 Q3	$281K	Buy	2,469 +145	+6%	+$16.2K	0.03%	154
2025 Q2	$260K	Sell	2,324 -4	-0.2%	-$422	0.04%	151
2025 Q1	$233K	Sell	2,328 -4	-0.2%	-$408	0.03%	166
2024 Q4	$226K	Sell	2,332 -284	-11%	-$28.9K	0.03%	166
2024 Q3	$282K	Buy	2,616 +50	+2%	+$5.19K	0.04%	133
2024 Q2	$263K	Hold	2,566	–	–	0.04%	132
2024 Q1	$266K	Sell	2,566 -14	-0.5%	-$1.39K	0.05%	128
2023 Q4	$250K	Buy	+2,580	New	+$231K	0.04%	153

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

Goldstein Advisors's EFG Position: Q2 2026 in Review

Goldstein Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.1% in Q2 2026, selling an estimated $3.13K and leaving 2,386 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #191.

Goldstein Advisors first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Goldstein Advisors held 2,386 shares of iShares MSCI EAFE Growth ETF worth $297K as of Q2 2026.
Goldstein Advisors sold 26 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.13K.
iShares MSCI EAFE Growth ETF made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #191 holding.
Goldstein Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.