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EFG icon

MassMutual Private Wealth & Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

MassMutual Private Wealth & Trust’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 		$527K Sell
4,237
-4
-0.1% -$482 0.01% 306
2026
Q1 		$472K Sell
4,241
-12
-0.3% -$1.41K 0.01% 315
2025
Q4 		$485K Sell
4,253
-5
-0.1% -$573 0.01% 311
2025
Q3 		$485K Sell
4,258
-474
-10% -$52.8K 0.01% 323
2025
Q2 		$530K Sell
4,732
-40
-0.8% -$4.22K 0.01% 310
2025
Q1 		$477K Sell
4,772
-697
-13% -$71K 0.01% 323
2024
Q4 		$530K Sell
5,469
-28
-0.5% -$2.85K 0.01% 311
2024
Q3 		$592K Sell
5,497
-5,024
-48% -$521K 0.02% 293
2024
Q2 		$1.08M Buy
10,521
+6,000
+133% +$613K 0.03% 235
2024
Q1 		$469K Sell
4,521
-132
-3% -$13.1K 0.01% 299
2023
Q4 		$451K Sell
4,653
-3,016
-39% -$270K 0.02% 301
2023
Q3 		$662K Buy
7,669
+140
+2% +$12.9K 0.02% 258
2023
Q2 		$718K Buy
7,529
+5,294
+237% +$504K 0.03% 243
2023
Q1 		$209K Sell
2,235
-156
-7% -$14K 0.01% 349
2022
Q4 		$200K Buy
2,391
+644
+37% +$52.1K 0.01% 349
2022
Q3 		$127K Buy
1,747
+1,378
+373% +$112K 0.01% 363
2022
Q2 		$30K Sell
369
-61
-14% -$5.3K ﹤0.01% 516
2022
Q1 		$41K Sell
430
-99
-19% -$9.73K ﹤0.01% 490
2021
Q4 		$58K Sell
529
-942
-64% -$103K ﹤0.01% 470
2021
Q3 		$157K Buy
1,471
+506
+52% +$55.7K 0.01% 350
2021
Q2 		$104K Buy
965
+314
+48% +$33.4K ﹤0.01% 399
2021
Q1 		$65K Sell
651
-2,330
-78% -$237K ﹤0.01% 419
2020
Q4 		$301K Buy
2,981
+2,606
+695% +$247K 0.02% 317
2020
Q3 		$34K Buy
375
+115
+44% +$10.2K ﹤0.01% 449
2020
Q2 		$22K Sell
260
-2,318
-90% -$181K ﹤0.01% 461
2020
Q1 		$183K Buy
2,578
+1,426
+124% +$116K 0.01% 303
2019
Q4 		$100K Buy
1,152
+562
+95% +$46.9K 0.01% 387
2019
Q3 		$48K Sell
590
-125
-17% -$10K ﹤0.01% 427
2019
Q2 		$58K Sell
715
-135
-16% -$10.7K ﹤0.01% 409
2019
Q1 		$65.8K Hold
850
– – ﹤0.01% 405
2018
Q4 		$58.7K Buy
850
+400
+89% +$29.1K 0.01% 402
2018
Q3 		$36K Hold
450
– – ﹤0.01% 455
2018
Q2 		$35.5K Hold
450
– – ﹤0.01% 440
2018
Q1 		$36.2K Hold
450
– – ﹤0.01% 438
2017
Q4 		$36.3K Hold
450
– – ﹤0.01% 474
2017
Q3 		$34.8K Hold
450
– – ﹤0.01% 560
2017
Q2 		$33.3K Sell
450
-50
-10% -$3.65K ﹤0.01% 543
2017
Q1 		$34.7K Sell
500
-89
-15% -$5.96K ﹤0.01% 520
2016
Q4 		$37.5K Buy
+589
New +$38K ﹤0.01% 373
2016
Q2 		$38.5K Hold
589
– – ﹤0.01% 418
2016
Q1 		$38.8K Hold
589
– – 0.01% 386
2015
Q4 		$39.5K Hold
589
– – 0.01% 376
2015
Q3 		$40.1K Hold
589
– – 0.01% 393
2015
Q2 		$42.7K Hold
589
– – 0.01% 372
2015
Q1 		$41.3K Hold
589
– – 0.01% 373
2014
Q4 		$38.8K Hold
589
– – 0.01% 272
2014
Q3 		$40.1K Hold
589
– – 0.01% 384
2014
Q2 		$42.7K Hold
589
– – 0.02% 235
2014
Q1 		$41.8K Sell
589
-26
-4% -$1.82K 0.02% 214
2013
Q4 		$44K Buy
+615
New +$42.6K 0.04% 190

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

MassMutual Private Wealth & Trust's EFG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.09% in Q2 2026, selling an estimated $482 and leaving 4,237 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #306.

MassMutual Private Wealth & Trust first reported a position in EFG in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.08M in Q2 2024. 557 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 4,237 shares of iShares MSCI EAFE Growth ETF worth $527K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 4 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $482.
  • iShares MSCI EAFE Growth ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #306 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares MSCI EAFE Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's iShares MSCI EAFE Growth ETF position peaked at $1.08M in Q2 2024.
  • 557 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.