Kiley Juergens Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kiley Juergens Wealth Management’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	$257K	Sell	2,067 -103	-5%	-$12.4K	0.04%	212
2026 Q1	$242K	Buy	+2,170	New	+$255K	0.04%	210
2018 Q4	–	Sell	-110	Closed	-$8K	–	210
2018 Q3	$8K	Hold	110	–	–	0.01%	486
2018 Q2	$8K	Buy	+110	New	+$8.91K	0.01%	444
2018 Q1	–	Sell	-110	Closed	-$8K	–	228
2017 Q4	$8K	Buy	+110	New	+$8.72K	0.01%	487

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

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

Kiley Juergens Wealth Management's EFG Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4.7% in Q2 2026, selling an estimated $12.4K and leaving 2,067 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #212.

Kiley Juergens Wealth Management first reported a position in EFG in Q4 2017 and has held it in 5 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Kiley Juergens Wealth Management held 2,067 shares of iShares MSCI EAFE Growth ETF worth $257K as of Q2 2026.
Kiley Juergens Wealth Management sold 103 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $12.4K.
iShares MSCI EAFE Growth ETF made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #212 holding.
Kiley Juergens Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2017 and has held it in 5 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.