MPWM Advisory Solutions’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

MPWM Advisory Solutions’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	$71.1K	Buy	571 +59	+12%	+$7.12K	0.03%	177
2026 Q1	$57K	Buy	512 +50	+11%	+$5.88K	0.03%	187
2025 Q4	$52.6K	Buy	462 +56	+14%	+$6.42K	0.03%	177
2025 Q3	$46.2K	Hold	406	–	–	0.03%	173
2025 Q2	$45.5K	Hold	406	–	–	0.03%	167
2025 Q1	$40.6K	Buy	406 +235	+137%	+$24K	0.03%	165
2024 Q4	$16.6K	Buy	+171	New	+$17.4K	0.01%	270

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

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

MPWM Advisory Solutions's EFG Position: Q2 2026 in Review

MPWM Advisory Solutions increased its iShares MSCI EAFE Growth ETF (EFG) stake by 12% in Q2 2026, buying an estimated $7.12K and bringing the position to 571 shares worth $71.1K. The position accounts for 0.03% of the portfolio, ranked #177.

MPWM Advisory Solutions first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

MPWM Advisory Solutions held 571 shares of iShares MSCI EAFE Growth ETF worth $71.1K as of Q2 2026.
MPWM Advisory Solutions bought 59 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $7.12K.
iShares MSCI EAFE Growth ETF made up 0.03% of MPWM Advisory Solutions's portfolio in Q2 2026, its #177 holding.
MPWM Advisory Solutions first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.