KPP Advisory Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

KPP Advisory Services’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	$711K	Sell	5,713 -1,434	-20%	-$173K	0.09%	176
2026 Q1	$796K	Sell	7,147 -3,611	-34%	-$425K	0.12%	160
2025 Q4	$1.23M	Sell	10,758 -688	-6%	-$78.9K	0.18%	117
2025 Q3	$1.3M	Sell	11,446 -1,434	-11%	-$160K	0.19%	112
2025 Q2	$1.44M	Sell	12,880 -827	-6%	-$87.2K	0.24%	97
2025 Q1	$1.37M	Buy	+13,707	New	+$1.4M	0.26%	90

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

KPP Advisory Services's EFG Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 20% in Q2 2026, selling an estimated $173K and leaving 5,713 shares worth $711K. The position accounts for 0.09% of the portfolio, ranked #176.

KPP Advisory Services first reported a position in EFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.44M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

KPP Advisory Services held 5,713 shares of iShares MSCI EAFE Growth ETF worth $711K as of Q2 2026.
KPP Advisory Services sold 1,434 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $173K.
iShares MSCI EAFE Growth ETF made up 0.09% of KPP Advisory Services's portfolio in Q2 2026, its #176 holding.
KPP Advisory Services first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 6 quarters since.
KPP Advisory Services's iShares MSCI EAFE Growth ETF position peaked at $1.44M in Q2 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.