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MA Private Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

MA Private Wealth’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 		$12M Sell
96,267
-13,359
-12% -$1.61M 1.78% 15
2026
Q1 		$12.2M Sell
109,626
-41,141
-27% -$4.84M 2.06% 14
2025
Q4 		$17.2M Sell
150,767
-12,298
-8% -$1.41M 2.87% 13
2025
Q3 		$18.6M Buy
163,065
+2,778
+2% +$310K 3.12% 11
2025
Q2 		$18M Sell
160,287
-78,748
-33% -$8.31M 3.21% 10
2025
Q1 		$23.9M Sell
239,035
-405
-0.2% -$41.3K 4.5% 7
2024
Q4 		$23.2M Buy
239,440
+4,530
+2% +$460K 4.33% 7
2024
Q3 		$25.3M Buy
234,910
+4,556
+2% +$473K 4.73% 7
2024
Q2 		$23.6M Sell
230,354
-1,222
-0.5% -$125K 4.66% 6
2024
Q1 		$24M Buy
231,576
+11,044
+5% +$1.1M 4.87% 5
2023
Q4 		$21.4M Sell
220,532
-49,519
-18% -$4.44M 4.55% 6
2023
Q3 		$23.3M Buy
270,051
+239,881
+795% +$22.1M 5.51% 5
2023
Q2 		$2.88M Sell
30,170
-5
-0% -$476 0.67% 26
2023
Q1 		$2.83M Sell
30,175
-8,552
-22% -$769K 0.69% 26
2022
Q4 		$3.24M Sell
38,727
-1,416
-4% -$114K 0.78% 27
2022
Q3 		$2.99M Hold
40,143
– – 0.74% 27
2022
Q2 		$3.21M Sell
40,143
-393
-1% -$34.1K 0.78% 28
2022
Q1 		$3.9M Buy
40,536
+20
+0% +$1.97K 0.71% 28
2021
Q4 		$4.47M Buy
40,516
+193
+0.5% +$21.1K 0.8% 27
2021
Q3 		$4.29M Hold
40,323
– – 0.84% 27
2021
Q2 		$4.33M Buy
40,323
+139
+0.3% +$14.8K 0.86% 28
2021
Q1 		$4.04M Sell
40,184
-781
-2% -$79.4K 0.84% 29
2020
Q4 		$4.13M Buy
40,965
+91
+0.2% +$8.61K 0.95% 26
2020
Q3 		$3.67M Hold
40,874
– – 0.87% 29
2020
Q2 		$3.4M Sell
40,874
-1,998
-5% -$156K 0.85% 28
2020
Q1 		$3.05M Sell
42,872
-242
-0.6% -$19.6K 0.9% 23
2019
Q4 		$3.73M Sell
43,114
-1,750
-4% -$146K 1.14% 20
2019
Q3 		$3.61M Buy
44,864
+449
+1% +$35.9K 1.02% 22
2019
Q2 		$3.59M Buy
44,415
+693
+2% +$54.7K 1.05% 22
2019
Q1 		$3.39M Buy
43,722
+1,621
+4% +$120K 1.07% 23
2018
Q4 		$2.91M Buy
+42,101
New +$3.07M 1.1% 25

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

MA Private Wealth's EFG Position: Q2 2026 in Review

MA Private Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q2 2026, selling an estimated $1.61M and leaving 96,267 shares worth $12M. The position accounts for 1.78% of the portfolio, ranked #15.

MA Private Wealth first reported a position in EFG in Q4 2018 and has held it in 31 quarters since. The position peaked at $25.3M in Q3 2024. 1,059 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • MA Private Wealth held 96,267 shares of iShares MSCI EAFE Growth ETF worth $12M as of Q2 2026.
  • MA Private Wealth sold 13,359 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.61M.
  • iShares MSCI EAFE Growth ETF made up 1.78% of MA Private Wealth's portfolio in Q2 2026, its #15 holding.
  • MA Private Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • MA Private Wealth's iShares MSCI EAFE Growth ETF position peaked at $25.3M in Q3 2024.
  • 1,059 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.