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

Modera 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 		$389K Buy
3,128
+113
+4% +$13.6K ﹤0.01% 497
2026
Q1 		$336K Buy
3,015
+682
+29% +$80.2K ﹤0.01% 514
2025
Q4 		$266K Sell
2,333
-243
-9% -$27.9K ﹤0.01% 568
2025
Q3 		$293K Buy
2,576
+13
+0.5% +$1.45K ﹤0.01% 548
2025
Q2 		$287K Hold
2,563
– – ﹤0.01% 547
2025
Q1 		$256K Hold
2,563
– – ﹤0.01% 541
2024
Q4 		$248K Sell
2,563
-348
-12% -$35.4K ﹤0.01% 548
2024
Q3 		$313K Buy
+2,911
New +$302K ﹤0.01% 486

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

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

Modera Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.7% in Q2 2026, buying an estimated $13.6K and bringing the position to 3,128 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Modera Wealth Management first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Modera Wealth Management held 3,128 shares of iShares MSCI EAFE Growth ETF worth $389K as of Q2 2026.
  • Modera Wealth Management bought 113 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $13.6K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #497 holding.
  • Modera Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.