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

McNaughton 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	$4.84M	Buy	38,923 +7,608	+24%	+$917K	1.72%	18
2026 Q1	$3.49M	Buy	+31,315	New	+$3.68M	1.44%	24
2025 Q4	–	Sell	-5,399	Closed	-$615K	–	72
2025 Q3	$615K	Sell	5,399 -22,656	-81%	-$2.52M	0.26%	58
2025 Q2	$3.14M	Sell	28,055 -3,753	-12%	-$396K	1.4%	22
2025 Q1	$3.18M	Buy	+31,808	New	+$3.24M	1.54%	19

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

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

McNaughton Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 24% in Q2 2026, buying an estimated $917K and bringing the position to 38,923 shares worth $4.84M. The position accounts for 1.72% of the portfolio, ranked #18.

McNaughton Wealth Management first reported a position in EFG in Q1 2025 and has held it in 5 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

McNaughton Wealth Management held 38,923 shares of iShares MSCI EAFE Growth ETF worth $4.84M as of Q2 2026.
McNaughton Wealth Management bought 7,608 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $917K.
iShares MSCI EAFE Growth ETF made up 1.72% of McNaughton Wealth Management's portfolio in Q2 2026, its #18 holding.
McNaughton Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.