My Legacy Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

My Legacy Advisors’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
2025 Q2	$2.71M	Sell	24,209 -362	-1%	-$38.2K	0.96%	28
2025 Q1	$2.46M	Sell	24,571 -15,311	-38%	-$1.56M	0.95%	26
2024 Q4	$3.88M	Buy	39,882 +4,885	+14%	+$496K	1.51%	15
2024 Q3	$3.77M	Sell	34,997 -23,851	-41%	-$2.47M	1.49%	13
2024 Q2	$6.02M	Buy	58,848 +21,358	+57%	+$2.18M	1.92%	11
2024 Q1	$3.89M	Buy	37,490 +3,455	+10%	+$344K	1.3%	14
2023 Q4	$3.26M	Buy	34,035 +319	+0.9%	+$28.6K	1.18%	16
2023 Q3	$2.83M	Sell	33,716 -14,961	-31%	-$1.38M	1.15%	17
2023 Q2	$4.74M	Buy	48,677 +7,252	+18%	+$690K	1.86%	8
2023 Q1	$3.88M	Buy	41,425 +8,897	+27%	+$800K	1.66%	8
2022 Q4	$3M	Buy	32,528 +9,844	+43%	+$796K	1.28%	10
2022 Q3	$1.64M	Buy	22,684 +13,453	+146%	+$1.1M	0.83%	24
2022 Q2	$737K	Buy	9,231 +6,430	+230%	+$558K	0.37%	97
2022 Q1	$270K	Buy	+2,801	New	+$275K	0.13%	161

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAS

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

My Legacy Advisors's EFG Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.5% in Q2 2025, selling an estimated $38.2K and leaving 24,209 shares worth $2.71M. The position accounts for 0.96% of the portfolio, ranked #28.

My Legacy Advisors first reported a position in EFG in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.02M in Q2 2024. 986 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

My Legacy Advisors held 24,209 shares of iShares MSCI EAFE Growth ETF worth $2.71M as of Q2 2025.
My Legacy Advisors sold 362 iShares MSCI EAFE Growth ETF shares in Q2 2025, an estimated $38.2K.
iShares MSCI EAFE Growth ETF made up 0.96% of My Legacy Advisors's portfolio in Q2 2025, its #28 holding.
My Legacy Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 14 quarters since.
My Legacy Advisors's iShares MSCI EAFE Growth ETF position peaked at $6.02M in Q2 2024.
986 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.