Howe & Rusling’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Howe & Rusling’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	$21.5K	Hold	519	–	–	﹤0.01%	416
2026 Q1	$19.3K	Hold	519	–	–	﹤0.01%	407
2025 Q4	$19.7K	Hold	519	–	–	﹤0.01%	407
2025 Q3	$19.7K	Sell	519 -3,351	-87%	-$124K	﹤0.01%	396
2025 Q2	$144K	Hold	3,870	–	–	0.01%	295
2025 Q1	$129K	Sell	3,870 -2,013	-34%	-$68.4K	0.01%	284
2024 Q4	$190K	Buy	5,883 +5,835	+12,156%	+$198K	0.02%	257
2024 Q3	$1.72K	Buy	+48	New	+$1.66K	﹤0.01%	392
2024 Q1	–	Sell	-381	Closed	-$12.3K	–	386
2023 Q4	$12.3K	Buy	+381	New	+$11.4K	﹤0.01%	320
2022 Q3	–	Sell	-375	Closed	-$10K	–	1092
2022 Q2	$10K	Buy	+375	New	+$10.9K	﹤0.01%	539
2015 Q1	–	Sell	-210	Closed	-$5K	–	945
2014 Q4	$5K	Hold	210	–	–	﹤0.01%	609
2014 Q3	$5K	Hold	210	–	–	﹤0.01%	594
2014 Q2	$5K	Buy	+210	New	+$5.04K	﹤0.01%	604

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

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Howe & Rusling's EFG Position: Q2 2026 in Review

Howe & Rusling held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 519 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Howe & Rusling first reported a position in EFG in Q2 2014 and has held it in 13 quarters since. The position peaked at $190K in Q4 2024. 1,067 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Howe & Rusling held 519 shares of iShares MSCI EAFE Growth ETF worth $21.5K as of Q2 2026.
Howe & Rusling left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #416 holding.
Howe & Rusling first reported a position in iShares MSCI EAFE Growth ETF in Q2 2014 and has held it in 13 quarters since.
Howe & Rusling's iShares MSCI EAFE Growth ETF position peaked at $190K in Q4 2024.
1,067 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.