Market Street Wealth Management Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Market Street Wealth Management 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	$2.39M	Sell	19,242 -615	-3%	-$74.2K	0.34%	35
2026 Q1	$2.21M	Sell	19,857 -241	-1%	-$28.3K	0.35%	34
2025 Q4	$2.29M	Sell	20,098 -513	-2%	-$58.8K	0.36%	35
2025 Q3	$2.35M	Sell	20,611 -1,549	-7%	-$173K	0.37%	35
2025 Q2	$2.48M	Sell	22,160 -2,082	-9%	-$220K	0.4%	33
2025 Q1	$2.42M	Sell	24,242 -1,541	-6%	-$157K	0.41%	31
2024 Q4	$2.5M	Buy	25,783 +1,849	+8%	+$188K	0.42%	33
2024 Q3	$2.58M	Sell	23,934 -60	-0.3%	-$6.22K	0.42%	32
2024 Q2	$2.45M	Sell	23,994 -1,593	-6%	-$163K	0.42%	31
2024 Q1	$2.66M	Sell	25,587 -4,314	-14%	-$429K	0.47%	29
2023 Q4	$2.9M	Sell	29,901 -148,242	-83%	-$13.3M	0.61%	28
2023 Q3	$15.4M	Sell	178,143 -45,030	-20%	-$4.15M	3.93%	8
2023 Q2	$21.3M	Buy	223,173 +3,985	+2%	+$379K	5.41%	5
2023 Q1	$20.5M	Buy	219,188 +70,467	+47%	+$6.34M	5.4%	4
2022 Q4	$12.5M	Buy	+148,721	New	+$12M	3.61%	8

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Market Street Wealth Management Advisors's EFG Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.1% in Q2 2026, selling an estimated $74.2K and leaving 19,242 shares worth $2.39M. The position accounts for 0.34% of the portfolio, ranked #35.

Market Street Wealth Management Advisors first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.3M in Q2 2023. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Market Street Wealth Management Advisors held 19,242 shares of iShares MSCI EAFE Growth ETF worth $2.39M as of Q2 2026.
Market Street Wealth Management Advisors sold 615 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $74.2K.
iShares MSCI EAFE Growth ETF made up 0.34% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #35 holding.
Market Street Wealth Management Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
Market Street Wealth Management Advisors's iShares MSCI EAFE Growth ETF position peaked at $21.3M in Q2 2023.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.