Money Concepts Capital’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Money Concepts Capital’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	$306K	Buy	2,457 +90	+4%	+$10.9K	0.01%	509
2026 Q1	$264K	Buy	+2,367	New	+$278K	0.01%	486
2023 Q1	–	Sell	-1,533	Closed	-$128K	–	1151
2022 Q4	$128K	Buy	1,533 +569	+59%	+$46K	0.01%	873
2022 Q3	$70K	Buy	964 +295	+44%	+$24.1K	﹤0.01%	640
2022 Q2	$54K	Sell	669 -937	-58%	-$81.4K	﹤0.01%	684
2022 Q1	$155K	Buy	1,606 +1,560	+3,391%	+$153K	0.01%	836
2021 Q4	$5K	Buy	+46	New	+$5.04K	﹤0.01%	701
2021 Q1	$5K	Buy	46 +29	+171%	+$2.95K	﹤0.01%	666
2020 Q4	$2K	Buy	+17	New	+$1.61K	﹤0.01%	636

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Money Concepts Capital's EFG Position: Q2 2026 in Review

Money Concepts Capital increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.8% in Q2 2026, buying an estimated $10.9K and bringing the position to 2,457 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #509.

Money Concepts Capital first reported a position in EFG in Q4 2020 and has held it in 9 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Money Concepts Capital held 2,457 shares of iShares MSCI EAFE Growth ETF worth $306K as of Q2 2026.
Money Concepts Capital bought 90 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $10.9K.
iShares MSCI EAFE Growth ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #509 holding.
Money Concepts Capital first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 9 quarters since.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.