LPL Financial
EFG icon

LPL Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

LPL Financial’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 		$1.07B Buy
8,635,516
+728,872
+9% +$87.9M 0.24% 80
2026
Q1 		$881M Buy
7,906,644
+5,750,000
+267% +$676M 0.23% 90
2025
Q4 		$246M Sell
2,156,644
-480,302
-18% -$55.1M 0.07% 278
2025
Q3 		$300M Sell
2,636,946
-3,437,379
-57% -$383M 0.09% 212
2025
Q2 		$680M Buy
6,074,325
+325,135
+6% +$34.3M 0.23% 96
2025
Q1 		$575M Sell
5,749,190
-3,402,761
-37% -$347M 0.22% 101
2024
Q4 		$886M Buy
9,151,951
+2,871,169
+46% +$292M 0.36% 60
2024
Q3 		$676M Sell
6,280,782
-318,739
-5% -$33.1M 0.3% 70
2024
Q2 		$675M Buy
6,599,521
+2,184,037
+49% +$223M 0.34% 62
2024
Q1 		$458M Buy
4,415,484
+241,422
+6% +$24M 0.25% 90
2023
Q4 		$404M Sell
4,174,062
-1,635,306
-28% -$147M 0.24% 89
2023
Q3 		$501M Sell
5,809,368
-987,725
-15% -$91.1M 0.35% 60
2023
Q2 		$649M Buy
6,797,093
+383,842
+6% +$36.5M 0.46% 38
2023
Q1 		$601M Buy
6,413,251
+2,041,010
+47% +$184M 0.47% 39
2022
Q4 		$366M Sell
4,372,241
-412,323
-9% -$33.3M 0.31% 68
2022
Q3 		$347M Buy
4,784,564
+1,314,111
+38% +$107M 0.33% 59
2022
Q2 		$279M Buy
3,470,453
+192,277
+6% +$16.7M 0.27% 80
2022
Q1 		$316M Sell
3,278,176
-1,680,085
-34% -$165M 0.27% 74
2021
Q4 		$547M Buy
4,958,261
+490,964
+11% +$53.8M 0.46% 40
2021
Q3 		$476M Buy
4,467,297
+1,546,763
+53% +$170M 0.45% 40
2021
Q2 		$313M Buy
2,920,534
+116,243
+4% +$12.4M 0.32% 65
2021
Q1 		$282M Sell
2,804,291
-183,737
-6% -$18.7M 0.32% 61
2020
Q4 		$302M Buy
2,988,028
+51,174
+2% +$4.84M 0.39% 48
2020
Q3 		$264M Buy
2,936,854
+284,647
+11% +$25.2M 0.41% 45
2020
Q2 		$220M Buy
2,652,207
+2,500,376
+1,647% +$195M 0.38% 50
2020
Q1 		$10.8M Sell
151,831
-11,871
-7% -$962K 0.02% 480
2019
Q4 		$14.2M Buy
163,702
+24,020
+17% +$2M 0.03% 464
2019
Q3 		$11.2M Buy
139,682
+22,030
+19% +$1.76M 0.02% 492
2019
Q2 		$9.5M Buy
117,652
+11,105
+10% +$876K 0.02% 533
2019
Q1 		$8.25M Buy
106,547
+7,238
+7% +$537K 0.02% 573
2018
Q4 		$6.86M Buy
99,309
+13,174
+15% +$960K 0.02% 573
2018
Q3 		$6.9M Buy
86,135
+1,700
+2% +$136K 0.02% 614
2018
Q2 		$6.65M Sell
84,435
-2,618
-3% -$212K 0.02% 604
2018
Q1 		$7M Sell
87,053
-4,587
-5% -$375K 0.02% 564
2017
Q4 		$7.4M Buy
91,640
+13,332
+17% +$1.06M 0.02% 504
2017
Q3 		$6.06M Buy
78,308
+9,477
+14% +$718K 0.02% 535
2017
Q2 		$5.09M Buy
68,831
+6,152
+10% +$449K 0.02% 551
2017
Q1 		$4.36M Buy
62,679
+3,370
+6% +$226K 0.03% 475
2016
Q4 		$3.78M Sell
59,309
-5,090
-8% -$329K 0.03% 522
2016
Q3 		$4.39M Sell
64,399
-582
-0.9% -$39.3K 0.04% 422
2016
Q2 		$4.19M Sell
64,981
-49,160
-43% -$3.25M 0.04% 433
2016
Q1 		$7.31M Sell
114,141
-38,630
-25% -$2.44M 0.02% 552
2015
Q4 		$10.1M Buy
152,771
+106,484
+230% +$7.21M 0.03% 444
2015
Q3 		$3.08M Sell
46,287
-11,164
-19% -$761K 0.02% 652
2015
Q2 		$3.97M Buy
57,451
+9,166
+19% +$666K 0.02% 602
2015
Q1 		$3.4M Buy
48,285
+18,646
+63% +$1.27M 0.02% 676
2014
Q4 		$1.95M Sell
29,639
-2,350
-7% -$157K 0.01% 885
2014
Q3 		$2.15M Sell
31,989
-1,327
-4% -$93.8K 0.01% 824
2014
Q2 		$2.41M Buy
33,316
+1,684
+5% +$121K 0.01% 784
2014
Q1 		$2.24M Sell
31,632
-288
-0.9% -$20.1K 0.01% 773
2013
Q4 		$2.28M Buy
31,920
+1,154
+4% +$80K 0.01% 759
2013
Q3 		$2.1M Sell
30,766
-456
-1% -$29.9K 0.01% 757
2013
Q2 		$1.93M Buy
+31,222
New +$2.02M 0.01% 744

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial's EFG Position: Q2 2026 in Review

LPL Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 9.2% in Q2 2026, buying an estimated $87.9M and bringing the position to 8,635,516 shares worth $1.07B. The position accounts for 0.24% of the portfolio, ranked #80.

LPL Financial first reported a position in EFG in Q2 2013 and has held it in 53 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • LPL Financial held 8,635,516 shares of iShares MSCI EAFE Growth ETF worth $1.07B as of Q2 2026.
  • LPL Financial bought 728,872 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $87.9M.
  • iShares MSCI EAFE Growth ETF made up 0.24% of LPL Financial's portfolio in Q2 2026, its #80 holding.
  • LPL Financial first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.