Kingswood Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Kingswood Wealth Advisors’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	$5.4M	Buy	43,441 +750	+2%	+$90.4K	0.22%	108
2026 Q1	$4.75M	Buy	42,691 +7,683	+22%	+$904K	0.23%	104
2025 Q4	$3.99M	Sell	35,008 -4,798	-12%	-$550K	0.19%	123
2025 Q3	$4.53M	Buy	39,806 +9,602	+32%	+$1.07M	0.27%	90
2025 Q2	$3.38M	Buy	30,204 +1,870	+7%	+$197K	0.27%	86
2025 Q1	$2.83M	Sell	28,334 -560	-2%	-$57.1K	0.26%	91
2024 Q4	$2.8M	Buy	28,894 +3,228	+13%	+$328K	0.21%	107
2024 Q3	$2.76M	Buy	25,666 +13,442	+110%	+$1.39M	0.2%	118
2024 Q2	$1.25M	Buy	12,224 +4,080	+50%	+$417K	0.11%	193
2024 Q1	$845K	Sell	8,144 -1,137	-12%	-$113K	0.1%	234
2023 Q4	$899K	Buy	+9,281	New	+$832K	0.1%	213
2023 Q3	–	Sell	-2,562	Closed	-$244K	–	444
2023 Q2	$244K	Buy	+2,562	New	+$244K	0.08%	222

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

Kingswood Wealth Advisors's EFG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.8% in Q2 2026, buying an estimated $90.4K and bringing the position to 43,441 shares worth $5.4M. The position accounts for 0.22% of the portfolio, ranked #108.

Kingswood Wealth Advisors first reported a position in EFG in Q2 2023 and has held it in 12 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Kingswood Wealth Advisors held 43,441 shares of iShares MSCI EAFE Growth ETF worth $5.4M as of Q2 2026.
Kingswood Wealth Advisors bought 750 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $90.4K.
iShares MSCI EAFE Growth ETF made up 0.22% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Kingswood Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 12 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.