Kilter Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kilter Group’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	$8M	Buy	64,295 +5,524	+9%	+$666K	2.9%	14
2026 Q1	$6.55M	Buy	58,771 +41,669	+244%	+$4.9M	2.82%	15
2025 Q4	$1.95M	Sell	17,102 -4,904	-22%	-$562K	0.86%	20
2025 Q3	$2.51M	Sell	22,006 -37,173	-63%	-$4.14M	1.18%	16
2025 Q2	$6.63M	Buy	59,179 +1,028	+2%	+$108K	3.02%	12
2025 Q1	$5.82M	Sell	58,151 -56,017	-49%	-$5.71M	3.8%	8
2024 Q4	$11.1M	Buy	+114,168	New	+$11.6M	7.19%	6

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

Kilter Group's EFG Position: Q2 2026 in Review

Kilter Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.4% in Q2 2026, buying an estimated $666K and bringing the position to 64,295 shares worth $8M. The position accounts for 2.9% of the portfolio, ranked #14.

Kilter Group first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.1M in Q4 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Kilter Group held 64,295 shares of iShares MSCI EAFE Growth ETF worth $8M as of Q2 2026.
Kilter Group bought 5,524 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $666K.
iShares MSCI EAFE Growth ETF made up 2.9% of Kilter Group's portfolio in Q2 2026, its #14 holding.
Kilter Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
Kilter Group's iShares MSCI EAFE Growth ETF position peaked at $11.1M in Q4 2024.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.