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

Mosley 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	$1.08M	Sell	8,697 -32,095	-79%	-$3.87M	0.34%	54
2026 Q1	$4.65M	Buy	40,792 +181	+0.4%	+$21.3K	2.1%	10
2025 Q4	$4.73M	Buy	+40,611	New	+$4.66M	2.17%	10
2024 Q4	$5.33M	Buy	52,514 +9,141	+21%	+$929K	3.3%	7
2024 Q3	$4.5M	Buy	43,373 +1,592	+4%	+$165K	3.07%	7
2024 Q2	$4.27M	Buy	41,781 +11,956	+40%	+$1.22M	3.64%	6
2024 Q1	$3.1M	Buy	29,825 +506	+2%	+$50.4K	2.91%	8
2023 Q4	$2.84M	Buy	+29,319	New	+$2.63M	2.8%	7

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Mosley Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 79% in Q2 2026, selling an estimated $3.87M and leaving 8,697 shares worth $1.08M. The position accounts for 0.34% of the portfolio, ranked #54.

Mosley Wealth Management first reported a position in EFG in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.33M in Q4 2024. 709 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Mosley Wealth Management held 8,697 shares of iShares MSCI EAFE Growth ETF worth $1.08M as of Q2 2026.
Mosley Wealth Management sold 32,095 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.87M.
iShares MSCI EAFE Growth ETF made up 0.34% of Mosley Wealth Management's portfolio in Q2 2026, its #54 holding.
Mosley Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $5.33M in Q4 2024.
709 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.