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Mowery & Schoenfeld Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Mowery & Schoenfeld 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 		$75.8K Hold
609
– – 0.1% 110
2026
Q1 		$67.8K Hold
609
– – 0.1% 106
2025
Q4 		$69.4K Hold
609
– – 0.1% 117
2025
Q3 		$69.4K Sell
609
-87
-13% -$9.7K 0.12% 102
2025
Q2 		$78K Hold
696
– – 0.12% 92
2025
Q1 		$69.6K Hold
696
– – 0.14% 106
2024
Q4 		$67.4K Buy
+696
New +$70.7K 0.13% 94

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

Mowery & Schoenfeld Wealth Management's EFG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 609 shares worth $75.8K. The position accounts for 0.1% of the portfolio, ranked #110.

Mowery & Schoenfeld Wealth Management first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $78K in Q2 2025. 773 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 609 shares of iShares MSCI EAFE Growth ETF worth $75.8K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.1% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Mowery & Schoenfeld Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $78K in Q2 2025.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.