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

Krilogy Financial’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	$472K	Buy	3,793 +320	+9%	+$38.6K	0.01%	658
2026 Q1	$417K	Buy	3,473 +1,683	+94%	+$198K	0.01%	633
2025 Q4	$215K	Sell	1,790 -434	-20%	-$49.8K	0.01%	845
2025 Q3	$255K	Buy	+2,224	New	+$248K	0.01%	741
2018 Q4	–	Sell	-87	Closed	-$7K	–	276
2018 Q3	$7K	Buy	+87	New	+$6.94K	﹤0.01%	573
2017 Q4	–	Sell	-820	Closed	-$63K	–	784
2017 Q3	$63K	Hold	820	–	–	0.02%	312
2017 Q2	$61K	Buy	+820	New	+$59.9K	0.02%	284

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

Krilogy Financial's EFG Position: Q2 2026 in Review

Krilogy Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.2% in Q2 2026, buying an estimated $38.6K and bringing the position to 3,793 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #658.

Krilogy Financial first reported a position in EFG in Q2 2017 and has held it in 7 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Krilogy Financial held 3,793 shares of iShares MSCI EAFE Growth ETF worth $472K as of Q2 2026.
Krilogy Financial bought 320 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $38.6K.
iShares MSCI EAFE Growth ETF made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #658 holding.
Krilogy Financial first reported a position in iShares MSCI EAFE Growth ETF in Q2 2017 and has held it in 7 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.