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

Operose 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
2026 Q2	$10.3K	Hold	83	–	–	﹤0.01%	410
2026 Q1	$9.24K	Sell	83 -13	-14%	-$1.53K	﹤0.01%	414
2025 Q4	$10.8K	Buy	96 +13	+16%	+$1.49K	﹤0.01%	376
2025 Q3	$9.45K	Buy	+83	New	+$9.25K	﹤0.01%	363
2022 Q1	–	Sell	-375	Closed	-$41K	–	325
2021 Q4	$41K	Buy	+375	New	+$41.1K	0.03%	151

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

Operose Advisors's EFG Position: Q2 2026 in Review

Operose Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 83 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Operose Advisors first reported a position in EFG in Q4 2021 and has held it in 5 quarters since. The position peaked at $41K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Operose Advisors held 83 shares of iShares MSCI EAFE Growth ETF worth $10.3K as of Q2 2026.
Operose Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Operose Advisors's portfolio in Q2 2026, its #410 holding.
Operose Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 5 quarters since.
Operose Advisors's iShares MSCI EAFE Growth ETF position peaked at $41K in Q4 2021.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.