Grand Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Grand Wealth Management’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	–	Sell	-60	Closed	-$6.7K	–	58
2026 Q1	$6.7K	Hold	60	–	–	﹤0.01%	83
2025 Q4	$6.85K	Hold	60	–	–	﹤0.01%	80
2025 Q3	$6.85K	Hold	60	–	–	﹤0.01%	71
2025 Q2	$6.74K	Hold	60	–	–	﹤0.01%	71
2025 Q1	$6.01K	Sell	60 -69	-53%	-$7.03K	﹤0.01%	66
2024 Q4	$12.5K	Sell	129 -1	-0.8%	-$102	0.01%	54
2024 Q3	$14K	Buy	+130	New	+$13.5K	0.01%	53

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

Grand Wealth Management's EFG Position: Q2 2026 in Review

Grand Wealth Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 60 shares — an estimated $6.7K sold.

Grand Wealth Management first reported a position in EFG in Q3 2024 and held it in 7 quarters. The position peaked at $14K in Q3 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Grand Wealth Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 60 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $6.7K.
Grand Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and held it in 7 quarters.
Grand Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $14K in Q3 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.