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

Lineweaver 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 		$10.9M Buy
+87,532
New +$10.6M 1.29% 20
2025
Q3 		– Sell
-78,304
Closed -$8.77M – 169
2025
Q2 		$8.77M Sell
78,304
-124,125
-61% -$13.1M 1.39% 17
2025
Q1 		$20.2M Buy
202,429
+77,779
+62% +$7.93M 3.45% 9
2024
Q4 		$12.1M Buy
124,650
+8,571
+7% +$871K 2.23% 12
2024
Q3 		$12.5M Buy
116,079
+3,939
+4% +$409K 2.38% 11
2024
Q2 		$11.5M Buy
112,140
+703
+0.6% +$71.9K 2.38% 9
2024
Q1 		$11.6M Buy
111,437
+1,772
+2% +$176K 2.75% 9
2023
Q4 		$10.6M Sell
109,665
-39,944
-27% -$3.58M 2.75% 8
2023
Q3 		$12.9M Buy
149,609
+3,624
+2% +$334K 3.76% 5
2023
Q2 		$13.9M Buy
145,985
+5,280
+4% +$502K 3.97% 5
2023
Q1 		$13.2M Buy
+140,705
New +$12.7M 4.05% 4
2022
Q3 		– Sell
-91,801
Closed -$7.39M – 130
2022
Q2 		$7.39M Sell
91,801
-28,722
-24% -$2.49M 2.44% 9
2022
Q1 		$11.6M Sell
120,523
-14,635
-11% -$1.44M 3.31% 7
2021
Q4 		$14.9M Buy
135,158
+90
+0.1% +$9.86K 4.3% 7
2021
Q3 		$14.4M Buy
135,068
+41,916
+45% +$4.61M 4.39% 4
2021
Q2 		$9.99M Buy
93,152
+2,064
+2% +$219K 3.28% 10
2021
Q1 		$9.15M Sell
91,088
-21,400
-19% -$2.18M 3.25% 10
2020
Q4 		$11.4M Sell
112,488
-11,648
-9% -$1.1M 4.45% 7
2020
Q3 		$11.2M Sell
124,136
-87
-0.1% -$7.71K 4.98% 6
2020
Q2 		$10.3M Buy
+124,223
New +$9.7M 5.25% 6

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

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

Lineweaver Wealth Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 87,532 shares worth $10.9M. The stake represents 1.29% of the portfolio and ranks #20 among its holdings. This is a return to the name: Lineweaver Wealth Advisors previously reported a position in EFG as recently as Q2 2025.

Lineweaver Wealth Advisors first reported a position in EFG in Q2 2020 and has held it in 20 quarters since. The position peaked at $20.2M in Q1 2025. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Lineweaver Wealth Advisors held 87,532 shares of iShares MSCI EAFE Growth ETF worth $10.9M as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new Lineweaver Wealth Advisors position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 1.29% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Lineweaver Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 20 quarters since.
  • Lineweaver Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $20.2M in Q1 2025.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.