Kingsview Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.34M | Buy |
18,816
+4,112
| +28% | +$496K | 0.03% | 522 |
|
|
2026
Q1 | $1.64M | Buy |
14,704
+3,243
| +28% | +$381K | 0.02% | 551 |
|
|
2025
Q4 | $1.31M | Buy |
11,461
+287
| +3% | +$32.9K | 0.02% | 569 |
|
|
2025
Q3 | $1.27M | Buy |
11,174
+134
| +1% | +$14.9K | 0.02% | 550 |
|
|
2025
Q2 | $1.24M | Sell |
11,040
-546
| -5% | -$57.6K | 0.02% | 537 |
|
|
2025
Q1 | $1.16M | Sell |
11,586
-74
| -0.6% | -$7.54K | 0.02% | 510 |
|
|
2024
Q4 | $1.13M | Buy |
11,660
+2,121
| +22% | +$216K | 0.02% | 514 |
|
|
2024
Q3 | $1.03M | Buy |
9,539
+491
| +5% | +$50.9K | 0.02% | 521 |
|
|
2024
Q2 | $926K | Buy |
9,048
+578
| +7% | +$59.1K | 0.02% | 532 |
|
|
2024
Q1 | $879K | Sell |
8,470
-135
| -2% | -$13.4K | 0.02% | 530 |
|
|
2023
Q4 | $833K | Sell |
8,605
-509
| -6% | -$45.6K | 0.02% | 517 |
|
|
2023
Q3 | $787K | Buy |
9,114
+518
| +6% | +$47.8K | 0.03% | 500 |
|
|
2023
Q2 | $820K | Buy |
8,596
+403
| +5% | +$38.3K | 0.03% | 467 |
|
|
2023
Q1 | $767K | Sell |
8,193
-1,174
| -13% | -$106K | 0.03% | 463 |
|
|
2022
Q4 | $785K | Buy |
9,367
+416
| +5% | +$33.6K | 0.03% | 400 |
|
|
2022
Q3 | $649K | Buy |
8,951
+502
| +6% | +$40.9K | 0.03% | 438 |
|
|
2022
Q2 | $680K | Sell |
8,449
-227
| -3% | -$19.7K | 0.03% | 468 |
|
|
2022
Q1 | $835K | Buy |
8,676
+144
| +2% | +$14.2K | 0.04% | 440 |
|
|
2021
Q4 | $941K | Buy |
8,532
+252
| +3% | +$27.6K | 0.04% | 422 |
|
|
2021
Q3 | $882K | Hold |
8,280
| – | – | 0.04% | 406 |
|
|
2021
Q2 | $889K | Buy |
8,280
+128
| +2% | +$13.6K | 0.04% | 408 |
|
|
2021
Q1 | $833K | Sell |
8,152
-125
| -2% | -$12.7K | 0.05% | 380 |
|
|
2020
Q4 | $835K | Sell |
8,277
-103
| -1% | -$9.74K | 0.06% | 316 |
|
|
2020
Q3 | $753K | Buy |
8,380
+116
| +1% | +$10.3K | 0.07% | 278 |
|
|
2020
Q2 | $687K | Sell |
8,264
-162
| -2% | -$12.7K | 0.07% | 270 |
|
|
2020
Q1 | $599K | Sell |
8,426
-498
| -6% | -$40.3K | 0.08% | 243 |
|
|
2019
Q4 | $772K | Buy |
8,924
+121
| +1% | +$10.1K | 0.1% | 225 |
|
|
2019
Q3 | $709K | Sell |
8,803
-180
| -2% | -$14.4K | 0.11% | 197 |
|
|
2019
Q2 | $726K | Buy |
8,983
+358
| +4% | +$28.3K | 0.12% | 192 |
|
|
2019
Q1 | $668K | Buy |
8,625
+201
| +2% | +$14.9K | 0.1% | 225 |
|
|
2018
Q4 | $582K | Buy |
8,424
+72
| +0.9% | +$5.25K | 0.13% | 200 |
|
|
2018
Q3 | $669K | Buy |
8,352
+5,795
| +227% | +$462K | 0.14% | 192 |
|
|
2018
Q2 | $201K | Buy |
+2,557
| New | +$207K | 0.05% | 304 |
|
Other funds holding EFG
NAMI
PAS
Kingsview Wealth Management's EFG Position: Q2 2026 in Review
Kingsview Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 28% in Q2 2026, buying an estimated $496K and bringing the position to 18,816 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #522.
Kingsview Wealth Management first reported a position in EFG in Q2 2018 and has held it in 33 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.
- Kingsview Wealth Management held 18,816 shares of iShares MSCI EAFE Growth ETF worth $2.34M as of Q2 2026.
- Kingsview Wealth Management bought 4,112 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $496K.
- iShares MSCI EAFE Growth ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #522 holding.
- Kingsview Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and has held it in 33 quarters since.
- 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.