Kelman-Lazarov Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kelman-Lazarov Inc’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	$659K	Hold	5,295	–	–	0.09%	86
2026 Q1	$590K	Hold	5,295	–	–	0.08%	83
2025 Q4	$603K	Hold	5,295	–	–	0.09%	85
2025 Q3	$603K	Buy	+5,295	New	+$590K	0.09%	81
2016 Q2	–	Sell	-950	Closed	-$62K	–	382
2016 Q1	$62K	Buy	+950	New	+$60.1K	0.04%	170

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

NAMI

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

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

Kelman-Lazarov Inc's EFG Position: Q2 2026 in Review

Kelman-Lazarov Inc held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 5,295 shares worth $659K. The position accounts for 0.09% of the portfolio, ranked #86.

Kelman-Lazarov Inc first reported a position in EFG in Q1 2016 and has held it in 5 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Kelman-Lazarov Inc held 5,295 shares of iShares MSCI EAFE Growth ETF worth $659K as of Q2 2026.
Kelman-Lazarov Inc left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.09% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #86 holding.
Kelman-Lazarov Inc first reported a position in iShares MSCI EAFE Growth ETF in Q1 2016 and has held it in 5 quarters since.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.