Ocean Park Asset Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ocean Park Asset 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	$9.08M	Buy	+72,975	New	+$8.8M	0.44%	36
2025 Q3	–	Sell	-5,831	Closed	-$583K	–	98
2025 Q2	$583K	Hold	5,831	–	–	0.02%	71
2025 Q1	$583K	Buy	+5,831	New	+$594K	0.02%	71

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

Ocean Park Asset Management's EFG Position: Q2 2026 in Review

Ocean Park Asset Management opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 72,975 shares worth $9.08M. The stake represents 0.44% of the portfolio and ranks #36 among its holdings. This is a return to the name: Ocean Park Asset Management previously reported a position in EFG as recently as Q2 2025.

Ocean Park Asset Management first reported a position in EFG in Q1 2025 and has held it in 3 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Ocean Park Asset Management held 72,975 shares of iShares MSCI EAFE Growth ETF worth $9.08M as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Ocean Park Asset Management position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.44% of Ocean Park Asset Management's portfolio in Q2 2026, its #36 holding.
Ocean Park Asset Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 3 quarters since.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.