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GWN Securities’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

GWN Securities’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 		$588K Buy
4,729
+1,256
+36% +$151K 0.1% 262
2026
Q1 		$387K Buy
+3,473
New +$408K 0.07% 298
2025
Q4 		– Sell
-1,874
Closed -$217K – 451
2025
Q3 		$217K Sell
1,874
-186
-9% -$20.7K 0.05% 348
2025
Q2 		$234K Sell
2,060
-12,254
-86% -$1.29M 0.04% 343
2025
Q1 		$1.43M Buy
+14,314
New +$1.46M 0.08% 246

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

GWN Securities's EFG Position: Q2 2026 in Review

GWN Securities increased its iShares MSCI EAFE Growth ETF (EFG) stake by 36% in Q2 2026, buying an estimated $151K and bringing the position to 4,729 shares worth $588K. The position accounts for 0.1% of the portfolio, ranked #262.

GWN Securities first reported a position in EFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q1 2025. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • GWN Securities held 4,729 shares of iShares MSCI EAFE Growth ETF worth $588K as of Q2 2026.
  • GWN Securities bought 1,256 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $151K.
  • iShares MSCI EAFE Growth ETF made up 0.1% of GWN Securities's portfolio in Q2 2026, its #262 holding.
  • GWN Securities first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • GWN Securities's iShares MSCI EAFE Growth ETF position peaked at $1.43M in Q1 2025.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.