Joel Isaacson & Co’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Joel Isaacson & Co’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	$217K	Buy	+1,743	New	+$210K	0.01%	449

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Joel Isaacson & Co's EFG Position: Q2 2026 in Review

Joel Isaacson & Co opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,743 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #449 among its holdings.

724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Joel Isaacson & Co held 1,743 shares of iShares MSCI EAFE Growth ETF worth $217K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Joel Isaacson & Co position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #449 holding.
724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.