McAdam LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

McAdam LLC’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	$1.55M	Sell	12,438 -26,113	-68%	-$3.15M	0.06%	127
2026 Q1	$4.29M	Sell	38,551 -579	-1%	-$68.1K	0.19%	67
2025 Q4	$4.46M	Buy	39,130 +944	+2%	+$108K	0.2%	63
2025 Q3	$4.35M	Sell	38,186 -883	-2%	-$98.4K	0.21%	60
2025 Q2	$4.38M	Buy	39,069 +941	+2%	+$99.3K	0.24%	57
2025 Q1	$3.81M	Sell	38,128 -51,258	-57%	-$5.23M	0.24%	58
2024 Q4	$8.66M	Buy	89,386 +10,819	+14%	+$1.1M	0.47%	30
2024 Q3	$8.46M	Buy	+78,567	New	+$8.15M	0.47%	31
2018 Q3	–	Sell	-82	Closed	-$6K	–	679
2018 Q2	$6K	Hold	82	–	–	﹤0.01%	373
2018 Q1	$7K	Buy	+82	New	+$6.7K	﹤0.01%	362

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

McAdam LLC's EFG Position: Q2 2026 in Review

McAdam LLC reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 68% in Q2 2026, selling an estimated $3.15M and leaving 12,438 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #127.

McAdam LLC first reported a position in EFG in Q1 2018 and has held it in 10 quarters since. The position peaked at $8.66M in Q4 2024. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

McAdam LLC held 12,438 shares of iShares MSCI EAFE Growth ETF worth $1.55M as of Q2 2026.
McAdam LLC sold 26,113 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.15M.
iShares MSCI EAFE Growth ETF made up 0.06% of McAdam LLC's portfolio in Q2 2026, its #127 holding.
McAdam LLC first reported a position in iShares MSCI EAFE Growth ETF in Q1 2018 and has held it in 10 quarters since.
McAdam LLC's iShares MSCI EAFE Growth ETF position peaked at $8.66M in Q4 2024.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.