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James J. Burns & Company’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

James J. Burns & Company’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 		$964K Sell
7,751
-158
-2% -$19.1K 0.1% 75
2026
Q1 		$881K Sell
7,909
-234
-3% -$27.5K 0.12% 70
2025
Q4 		$928K Buy
8,143
+2
+0% +$229 0.13% 67
2025
Q3 		$927K Hold
8,141
– – 0.14% 68
2025
Q2 		$912K Sell
8,141
-677
-8% -$71.4K 0.15% 67
2025
Q1 		$882K Buy
8,818
+5
+0.1% +$510 0.16% 64
2024
Q4 		$853K Buy
8,813
+31
+0.4% +$3.15K 0.15% 67
2024
Q3 		$945K Sell
8,782
-19
-0.2% -$1.97K 0.17% 63
2024
Q2 		$900K Buy
8,801
+4,564
+108% +$467K 0.18% 61
2024
Q1 		$433K Sell
4,237
-4,915
-54% -$489K 0.15% 57
2023
Q4 		$886K Buy
9,152
+795
+10% +$71.2K 0.21% 56
2023
Q3 		$721K Sell
8,357
-4,755
-36% -$438K 0.19% 58
2023
Q2 		$1.25M Sell
13,112
-8,229
-39% -$783K 0.32% 50
2023
Q1 		$2M Buy
21,341
+3,261
+18% +$293K 0.52% 40
2022
Q4 		$1.51M Sell
18,080
-2,882
-14% -$233K 0.62% 34
2022
Q3 		$1.52M Buy
+20,962
New +$1.71M 0.68% 36

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

James J. Burns & Company's EFG Position: Q2 2026 in Review

James J. Burns & Company reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 2% in Q2 2026, selling an estimated $19.1K and leaving 7,751 shares worth $964K. The position accounts for 0.1% of the portfolio, ranked #75.

James J. Burns & Company first reported a position in EFG in Q3 2022 and has held it in 16 quarters since. The position peaked at $2M in Q1 2023. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • James J. Burns & Company held 7,751 shares of iShares MSCI EAFE Growth ETF worth $964K as of Q2 2026.
  • James J. Burns & Company sold 158 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $19.1K.
  • iShares MSCI EAFE Growth ETF made up 0.1% of James J. Burns & Company's portfolio in Q2 2026, its #75 holding.
  • James J. Burns & Company first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • James J. Burns & Company's iShares MSCI EAFE Growth ETF position peaked at $2M in Q1 2023.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.