LI
EFG icon

LifeWealth Investments’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

LifeWealth Investments’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 		$11.8M Buy
94,973
+663
+0.7% +$80K 3.16% 7
2026
Q1 		$10.5M Buy
94,310
+11,145
+13% +$1.31M 3.13% 8
2025
Q4 		$9.47M Sell
83,165
-70,408
-46% -$8.07M 3% 7
2025
Q3 		$17.5M Buy
153,573
+12,204
+9% +$1.36M 2.67% 9
2025
Q2 		$15.8M Buy
141,369
+28,569
+25% +$3.01M 2.71% 8
2025
Q1 		$11.3M Buy
112,800
+82,072
+267% +$8.37M 2.49% 7
2024
Q4 		$2.98M Buy
+30,728
New +$3.12M 1.97% 12

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

LifeWealth Investments's EFG Position: Q2 2026 in Review

LifeWealth Investments increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.7% in Q2 2026, buying an estimated $80K and bringing the position to 94,973 shares worth $11.8M. The position accounts for 3.16% of the portfolio, ranked #7.

LifeWealth Investments first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.5M in Q3 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • LifeWealth Investments held 94,973 shares of iShares MSCI EAFE Growth ETF worth $11.8M as of Q2 2026.
  • LifeWealth Investments bought 663 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $80K.
  • iShares MSCI EAFE Growth ETF made up 3.16% of LifeWealth Investments's portfolio in Q2 2026, its #7 holding.
  • LifeWealth Investments first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • LifeWealth Investments's iShares MSCI EAFE Growth ETF position peaked at $17.5M in Q3 2025.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.