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Maripau Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Maripau Wealth Management’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 		$522K Buy
4,197
+78
+2% +$9.41K 0.19% 94
2026
Q1 		$459K Buy
+4,119
New +$484K 0.2% 92
2025
Q4 		– Sell
-1,872
Closed -$213K – 156
2025
Q3 		$213K Sell
1,872
-7,221
-79% -$805K 0.11% 135
2025
Q2 		$1.02M Sell
9,093
-5,657
-38% -$597K 0.51% 48
2025
Q1 		$1.47M Sell
14,750
-2,685
-15% -$274K 0.85% 33
2024
Q4 		$1.69M Sell
17,435
-8,741
-33% -$888K 1% 28
2024
Q3 		$2.82M Sell
26,176
-3,815
-13% -$396K 2.44% 12
2024
Q2 		$3.07M Buy
29,991
+7,468
+33% +$763K 2.1% 8
2024
Q1 		$2.34M Sell
22,523
-551
-2% -$54.9K 1.75% 11
2023
Q4 		$2.23M Sell
23,074
-10,835
-32% -$971K 1.94% 11
2023
Q3 		$2.93M Sell
33,909
-4,972
-13% -$458K 2.69% 8
2023
Q2 		$3.71M Buy
38,881
+6,585
+20% +$626K 3.3% 6
2023
Q1 		$3.03M Sell
32,296
-163
-0.5% -$14.7K 3.15% 8
2022
Q4 		$2.93M Buy
32,459
+3,483
+12% +$282K 3.05% 9
2022
Q3 		$2.21M Sell
28,976
-2,830
-9% -$231K 2.38% 9
2022
Q2 		$2.77M Buy
31,806
+4,952
+18% +$430K 3% 9
2022
Q1 		$2.41M Sell
26,854
-6,625
-20% -$651K 2.18% 12
2021
Q4 		$3.33M Buy
+33,479
New +$3.67M 3.16% 9

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

Maripau Wealth Management's EFG Position: Q2 2026 in Review

Maripau Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.9% in Q2 2026, buying an estimated $9.41K and bringing the position to 4,197 shares worth $522K. The position accounts for 0.19% of the portfolio, ranked #94.

Maripau Wealth Management first reported a position in EFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.71M in Q2 2023. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Maripau Wealth Management held 4,197 shares of iShares MSCI EAFE Growth ETF worth $522K as of Q2 2026.
  • Maripau Wealth Management bought 78 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $9.41K.
  • iShares MSCI EAFE Growth ETF made up 0.19% of Maripau Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Maripau Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Maripau Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $3.71M in Q2 2023.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.