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

Lifeworks 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	$1.09M	Buy	8,728 +464	+6%	+$56K	0.11%	131
2026 Q1	$920K	Buy	8,264 +5,046	+157%	+$593K	0.12%	135
2025 Q4	$367K	Sell	3,218 -543	-14%	-$62.3K	0.05%	245
2025 Q3	$428K	Sell	3,761 -2,988	-44%	-$333K	0.06%	223
2025 Q2	$756K	Buy	6,749 +423	+7%	+$44.6K	0.11%	155
2025 Q1	$633K	Sell	6,326 -3,342	-35%	-$341K	0.11%	164
2024 Q4	$936K	Buy	9,668 +887	+10%	+$90.1K	0.17%	122
2024 Q3	$945K	Buy	8,781 +489	+6%	+$50.7K	0.19%	119
2024 Q2	$848K	Buy	8,292 +1,783	+27%	+$182K	0.24%	95
2024 Q1	$676K	Buy	+6,509	New	+$648K	0.19%	111

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

Lifeworks Advisors's EFG Position: Q2 2026 in Review

Lifeworks Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 5.6% in Q2 2026, buying an estimated $56K and bringing the position to 8,728 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #131.

Lifeworks Advisors first reported a position in EFG in Q1 2024 and has held it in 10 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Lifeworks Advisors held 8,728 shares of iShares MSCI EAFE Growth ETF worth $1.09M as of Q2 2026.
Lifeworks Advisors bought 464 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $56K.
iShares MSCI EAFE Growth ETF made up 0.11% of Lifeworks Advisors's portfolio in Q2 2026, its #131 holding.
Lifeworks Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.