Heritage Family Offices’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Heritage Family Offices’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	$223K	Sell	1,790 -614	-26%	-$74K	0.09%	204
2026 Q1	$268K	Sell	2,404 -421	-15%	-$49.5K	0.12%	160
2025 Q4	$322K	Sell	2,825 -1,035	-27%	-$119K	0.15%	131
2025 Q3	$440K	Sell	3,860 -21	-0.5%	-$2.34K	0.2%	102
2025 Q2	$391K	Hold	3,881	–	–	0.2%	107
2025 Q1	$388K	Sell	3,881 -29	-0.7%	-$2.96K	0.2%	107
2024 Q4	$379K	Buy	3,910 +503	+15%	+$51.1K	0.19%	106
2024 Q3	$367K	Buy	3,407 +381	+13%	+$39.5K	0.19%	108
2024 Q2	$310K	Buy	+3,026	New	+$309K	0.17%	113

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Heritage Family Offices's EFG Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 26% in Q2 2026, selling an estimated $74K and leaving 1,790 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #204.

Heritage Family Offices first reported a position in EFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $440K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Heritage Family Offices held 1,790 shares of iShares MSCI EAFE Growth ETF worth $223K as of Q2 2026.
Heritage Family Offices sold 614 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $74K.
iShares MSCI EAFE Growth ETF made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #204 holding.
Heritage Family Offices first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares MSCI EAFE Growth ETF position peaked at $440K in Q3 2025.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.