Lifelong Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Lifelong Wealth Advisors’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	$400K	Sell	3,214 -361	-10%	-$43.5K	0.09%	70
2026 Q1	$398K	Buy	3,575 +277	+8%	+$32.6K	0.11%	64
2025 Q4	$376K	Sell	3,298 -23,596	-88%	-$2.71M	0.1%	64
2025 Q3	$3.06M	Buy	26,894 +687	+3%	+$76.6K	0.91%	20
2025 Q2	$2.94M	Buy	26,207 +1,521	+6%	+$160K	0.97%	18
2025 Q1	$2.47M	Sell	24,686 -18,665	-43%	-$1.9M	1.16%	15
2024 Q4	$4.2M	Buy	+43,351	New	+$4.41M	1.89%	9

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

Lifelong Wealth Advisors's EFG Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 10% in Q2 2026, selling an estimated $43.5K and leaving 3,214 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #70.

Lifelong Wealth Advisors first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.2M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Lifelong Wealth Advisors held 3,214 shares of iShares MSCI EAFE Growth ETF worth $400K as of Q2 2026.
Lifelong Wealth Advisors sold 361 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $43.5K.
iShares MSCI EAFE Growth ETF made up 0.09% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Lifelong Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
Lifelong Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $4.2M in Q4 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.