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EFG icon

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

NewEdge Wealth’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 		$6.61M Sell
53,151
-1,776
-3% -$214K 0.07% 197
2026
Q1 		$6.12M Buy
54,927
+7,047
+15% +$829K 0.07% 188
2025
Q4 		$5.45M Buy
47,880
+43,814
+1,078% +$5.02M 0.06% 217
2025
Q3 		$467K Sell
4,066
-124
-3% -$13.8K 0.01% 760
2025
Q2 		$460K Sell
4,190
-409
-9% -$43.1K 0.01% 735
2025
Q1 		$460K Sell
4,599
-467
-9% -$47.6K 0.01% 674
2024
Q4 		$491K Sell
5,066
-77
-1% -$7.83K 0.01% 641
2024
Q3 		$554K Sell
5,143
-692
-12% -$71.8K 0.01% 597
2024
Q2 		$597K Buy
5,835
+45
+0.8% +$4.6K 0.01% 508
2024
Q1 		$578K Buy
5,790
+243
+4% +$24.2K 0.01% 527
2023
Q4 		$537K Sell
5,547
-1,862
-25% -$167K 0.01% 498
2023
Q3 		$639K Buy
7,409
+1,199
+19% +$111K 0.02% 429
2023
Q2 		$592K Buy
+6,210
New +$591K 0.02% 437

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

NewEdge Wealth's EFG Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.2% in Q2 2026, selling an estimated $214K and leaving 53,151 shares worth $6.61M. The position accounts for 0.07% of the portfolio, ranked #197.

NewEdge Wealth first reported a position in EFG in Q2 2023 and has held it in 13 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • NewEdge Wealth held 53,151 shares of iShares MSCI EAFE Growth ETF worth $6.61M as of Q2 2026.
  • NewEdge Wealth sold 1,776 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $214K.
  • iShares MSCI EAFE Growth ETF made up 0.07% of NewEdge Wealth's portfolio in Q2 2026, its #197 holding.
  • NewEdge Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.