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

Kingdom Financial 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 		$15.2M Buy
122,315
+4,613
+4% +$556K 3.89% 7
2026
Q1 		$13.1M Sell
117,702
-1,930
-2% -$227K 3.75% 7
2025
Q4 		$13.6M Buy
119,632
+71,546
+149% +$8.2M 4.21% 6
2025
Q3 		$5.48M Buy
48,086
+9,875
+26% +$1.1M 3.35% 6
2025
Q2 		$4.28M Sell
38,211
-26,019
-41% -$2.74M 3.74% 6
2025
Q1 		$6.42M Sell
64,230
-2,295
-3% -$234K 4.71% 9
2024
Q4 		$6.44M Sell
66,525
-2,715
-4% -$276K 4.4% 9
2024
Q3 		$7.45M Buy
69,240
+884
+1% +$91.7K 5.57% 8
2024
Q2 		$6.99M Buy
68,356
+11,811
+21% +$1.21M 4.73% 8
2024
Q1 		$5.87M Buy
56,545
+19,226
+52% +$1.91M 4.13% 10
2023
Q4 		$3.61M Sell
37,319
-1,180
-3% -$106K 3.15% 11
2023
Q3 		$3.32M Buy
38,499
+1,237
+3% +$114K 3.13% 12
2023
Q2 		$3.56M Buy
+37,262
New +$3.54M 3.49% 11

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Kingdom Financial Group's EFG Position: Q2 2026 in Review

Kingdom Financial Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.9% in Q2 2026, buying an estimated $556K and bringing the position to 122,315 shares worth $15.2M. The position accounts for 3.89% of the portfolio, ranked #7.

Kingdom Financial Group first reported a position in EFG in Q2 2023 and has held it in 13 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Kingdom Financial Group held 122,315 shares of iShares MSCI EAFE Growth ETF worth $15.2M as of Q2 2026.
  • Kingdom Financial Group bought 4,613 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $556K.
  • iShares MSCI EAFE Growth ETF made up 3.89% of Kingdom Financial Group's portfolio in Q2 2026, its #7 holding.
  • Kingdom Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.