LHEI
EFG icon

Leo H. Evart Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Leo H. Evart Inc’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 		$67.6K Buy
543
+4
+0.7% +$482 0.05% 101
2026
Q1 		$60K Buy
+539
New +$63.4K 0.05% 104
2022
Q2 		– Sell
-6,905
Closed -$665K – 39
2022
Q1 		$665K Sell
6,905
-7
-0.1% -$688 0.69% 22
2021
Q4 		$762K Buy
+6,912
New +$757K 0.74% 21

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

Leo H. Evart Inc's EFG Position: Q2 2026 in Review

Leo H. Evart Inc increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.74% in Q2 2026, buying an estimated $482 and bringing the position to 543 shares worth $67.6K. The position accounts for 0.05% of the portfolio, ranked #101.

Leo H. Evart Inc first reported a position in EFG in Q4 2021 and has held it in 4 quarters since. The position peaked at $762K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Leo H. Evart Inc held 543 shares of iShares MSCI EAFE Growth ETF worth $67.6K as of Q2 2026.
  • Leo H. Evart Inc bought 4 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $482.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Leo H. Evart Inc's portfolio in Q2 2026, its #101 holding.
  • Leo H. Evart Inc first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Leo H. Evart Inc's iShares MSCI EAFE Growth ETF position peaked at $762K in Q4 2021.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.