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KMG Fiduciary Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-22,058
Closed -$2.46M – 225
2026
Q1 		$2.46M Sell
22,058
-663
-3% -$78K 0.18% 123
2025
Q4 		$2.59M Sell
22,721
-9,559
-30% -$1.1M 0.18% 111
2025
Q3 		$3.68M Sell
32,280
-345
-1% -$38.4K 0.25% 97
2025
Q2 		$3.65M Sell
32,625
-767
-2% -$80.9K 0.27% 88
2025
Q1 		$3.34M Sell
33,392
-4,204
-11% -$429K 0.28% 90
2024
Q4 		$3.64M Sell
37,596
-3,540
-9% -$360K 0.3% 83
2024
Q3 		$4.43M Sell
41,136
-24,887
-38% -$2.58M 0.38% 68
2024
Q2 		$6.75M Sell
66,023
-6,551
-9% -$670K 0.66% 36
2024
Q1 		$7.53M Buy
72,574
+3,095
+4% +$308K 0.78% 34
2023
Q4 		$6.73M Buy
69,479
+55,900
+412% +$5.01M 0.78% 30
2023
Q3 		$1.17M Sell
13,579
-84
-0.6% -$7.74K 0.15% 131
2023
Q2 		$1.3M Buy
13,663
+1,614
+13% +$154K 0.17% 129
2023
Q1 		$1.13M Sell
12,049
-5,447
-31% -$490K 0.16% 134
2022
Q4 		$1.47M Buy
+17,496
New +$1.41M 0.24% 104

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

KMG Fiduciary Partners's EFG Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 22,058 shares — an estimated $2.46M sold.

KMG Fiduciary Partners first reported a position in EFG in Q4 2022 and held it in 14 quarters. The position peaked at $7.53M in Q1 2024. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 22,058 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.46M.
  • KMG Fiduciary Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and held it in 14 quarters.
  • KMG Fiduciary Partners's iShares MSCI EAFE Growth ETF position peaked at $7.53M in Q1 2024.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.