IWA
EFG icon

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

Icon Wealth 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 		$37.5M Buy
301,262
+10,708
+4% +$1.29M 2.26% 8
2026
Q1 		$33.8M Buy
290,554
+201,557
+226% +$23.7M 2.19% 8
2025
Q4 		$10.1M Sell
88,997
-18,140
-17% -$2.08M 0.68% 34
2025
Q3 		$12.2M Sell
107,137
-105,430
-50% -$11.7M 0.83% 30
2025
Q2 		$23.8M Buy
212,567
+9,006
+4% +$950K 1.7% 14
2025
Q1 		$20.4M Sell
203,561
-129,529
-39% -$13.2M 1.67% 13
2024
Q4 		$32.3M Buy
333,090
+42,854
+15% +$4.35M 2.65% 8
2024
Q3 		$31.2M Buy
290,236
+5,490
+2% +$570K 2.6% 9
2024
Q2 		$29.4M Buy
284,746
+68,429
+32% +$6.99M 2.62% 8
2024
Q1 		$22.5M Buy
216,317
+13,099
+6% +$1.3M 2.09% 11
2023
Q4 		$19.7M Buy
+203,218
New +$18.2M 2.05% 9
2022
Q4 		$16.7M Sell
199,680
-26,497
-12% -$2.14M 1.92% 10
2022
Q3 		$16.4M Buy
+226,177
New +$18.4M 1.99% 11

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

Icon Wealth Advisors's EFG Position: Q2 2026 in Review

Icon Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.7% in Q2 2026, buying an estimated $1.29M and bringing the position to 301,262 shares worth $37.5M. The position accounts for 2.26% of the portfolio, ranked #8.

Icon Wealth Advisors first reported a position in EFG in Q3 2022 and has held it in 13 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Icon Wealth Advisors held 301,262 shares of iShares MSCI EAFE Growth ETF worth $37.5M as of Q2 2026.
  • Icon Wealth Advisors bought 10,708 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.29M.
  • iShares MSCI EAFE Growth ETF made up 2.26% of Icon Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Icon Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and has held it in 13 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.