Montgomery Financial Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Montgomery Financial Services’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	$6.12M	Buy	+49,158	New	+$5.93M	5.32%	6

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Montgomery Financial Services's EFG Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 49,158 shares worth $6.12M. The stake represents 5.32% of the portfolio and ranks #6 among its holdings.

1,027 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Montgomery Financial Services held 49,158 shares of iShares MSCI EAFE Growth ETF worth $6.12M as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Montgomery Financial Services position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 5.32% of Montgomery Financial Services's portfolio in Q2 2026, its #6 holding.
1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.