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L.J. Altfest & Co’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

L.J. Altfest & Co’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 		$308K Hold
2,473
– – 0.03% 261
2026
Q1 		$275K Hold
2,473
– – 0.03% 283
2025
Q4 		$282K Hold
2,473
– – 0.03% 287
2025
Q3 		$282K Hold
2,473
– – 0.03% 296
2025
Q2 		$277K Hold
2,473
– – 0.03% 292
2025
Q1 		$247K Sell
2,473
-65
-3% -$6.63K 0.03% 297
2024
Q4 		$246K Hold
2,538
– – 0.03% 292
2024
Q3 		$273K Hold
2,538
– – 0.04% 284
2024
Q2 		$260K Buy
+2,538
New +$259K 0.04% 270

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

L.J. Altfest & Co's EFG Position: Q2 2026 in Review

L.J. Altfest & Co held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,473 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #261.

L.J. Altfest & Co first reported a position in EFG in Q2 2024 and has held it in 9 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • L.J. Altfest & Co held 2,473 shares of iShares MSCI EAFE Growth ETF worth $308K as of Q2 2026.
  • L.J. Altfest & Co left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.03% of L.J. Altfest & Co's portfolio in Q2 2026, its #261 holding.
  • L.J. Altfest & Co first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.