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Journey Beyond Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Journey Beyond Wealth’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 		$240K Buy
1,928
+80
+4% +$9.65K 0.19% 29
2026
Q1 		$206K Sell
1,848
-51
-3% -$6K 0.18% 29
2025
Q4 		$216K Sell
1,899
-24
-1% -$2.75K 0.17% 30
2025
Q3 		$219K Buy
+1,923
New +$214K 0.18% 29

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Journey Beyond Wealth's EFG Position: Q2 2026 in Review

Journey Beyond Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.3% in Q2 2026, buying an estimated $9.65K and bringing the position to 1,928 shares worth $240K. The position accounts for 0.19% of the portfolio, ranked #29.

Journey Beyond Wealth first reported a position in EFG in Q3 2025 and has held it in 4 quarters since. 793 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Journey Beyond Wealth held 1,928 shares of iShares MSCI EAFE Growth ETF worth $240K as of Q2 2026.
  • Journey Beyond Wealth bought 80 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $9.65K.
  • iShares MSCI EAFE Growth ETF made up 0.19% of Journey Beyond Wealth's portfolio in Q2 2026, its #29 holding.
  • Journey Beyond Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 793 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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