NCM
EFG icon

Neumann Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Neumann Capital 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 		$264K Hold
2,125
– – 0.17% 51
2026
Q1 		$237K Hold
2,125
– – 0.07% 98
2025
Q4 		$242K Hold
2,125
– – 0.07% 96
2025
Q3 		$242K Hold
2,125
– – 0.07% 97
2025
Q2 		$238K Hold
2,125
– – 0.07% 96
2025
Q1 		$213K Hold
2,125
– – 0.07% 98
2024
Q4 		$206K Hold
2,125
– – 0.07% 100
2024
Q3 		$229K Hold
2,125
– – 0.08% 98
2024
Q2 		$217K Sell
2,125
-102
-5% -$10.4K 0.07% 95
2024
Q1 		$231K Sell
2,227
-102
-4% -$10.2K 0.08% 95
2023
Q4 		$226K Hold
2,329
– – 0.09% 91
2023
Q3 		$201K Buy
2,329
+204
+10% +$18.8K 0.09% 92
2023
Q2 		$203K Buy
+2,125
New +$202K 0.08% 91
2022
Q2 		– Sell
-2,125
Closed -$205K – 82
2022
Q1 		$205K Hold
2,125
– – 0.09% 86
2021
Q4 		$234K Hold
2,125
– – 0.1% 85
2021
Q3 		$226K Hold
2,125
– – 0.1% 82
2021
Q2 		$228K Hold
2,125
– – 0.1% 81
2021
Q1 		$213K Hold
2,125
– – 0.1% 79
2020
Q4 		$214K Buy
+2,125
New +$201K 0.11% 76

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Neumann Capital Management's EFG Position: Q2 2026 in Review

Neumann Capital Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,125 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #51.

Neumann Capital Management first reported a position in EFG in Q4 2020 and has held it in 19 quarters since. 509 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Neumann Capital Management held 2,125 shares of iShares MSCI EAFE Growth ETF worth $264K as of Q2 2026.
  • Neumann Capital Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.17% of Neumann Capital Management's portfolio in Q2 2026, its #51 holding.
  • Neumann Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • 509 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Neumann Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.