Merkkuri Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Merkkuri Wealth 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	–	Sell	-1,336	Closed	-$149K	–	149
2026 Q1	$149K	Buy	+1,336	New	+$157K	0.1%	91
2025 Q4	–	Sell	-2,600	Closed	-$296K	–	81
2025 Q3	$296K	Sell	2,600 -7,869	-75%	-$877K	0.21%	71
2025 Q2	$1.17M	Sell	10,469 -208	-2%	-$21.9K	0.89%	36
2025 Q1	$1.07M	Sell	10,677 -6,736	-39%	-$687K	0.91%	34
2024 Q4	$1.69M	Buy	17,413 +2,824	+19%	+$287K	1.33%	23
2024 Q3	$1.57M	Sell	14,589 -152	-1%	-$15.8K	1.24%	28
2024 Q2	$1.51M	Buy	+14,741	New	+$1.51M	1.39%	22

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

Merkkuri Wealth Advisors's EFG Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 1,336 shares — an estimated $149K sold.

Merkkuri Wealth Advisors first reported a position in EFG in Q2 2024 and held it in 7 quarters. The position peaked at $1.69M in Q4 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 1,336 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $149K.
Merkkuri Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and held it in 7 quarters.
Merkkuri Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.69M in Q4 2024.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.