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

Pines Wealth 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	$469K	Buy	3,773 +102	+3%	+$12.3K	0.14%	142
2026 Q1	$409K	Sell	3,671 -274	-7%	-$32.2K	0.13%	148
2025 Q4	$449K	Buy	3,945 +155	+4%	+$17.8K	0.15%	141
2025 Q3	$432K	Sell	3,790 -21	-0.6%	-$2.34K	0.15%	142
2025 Q2	$425K	Buy	3,811 +41	+1%	+$4.33K	0.15%	142
2025 Q1	$339K	Sell	3,770 -2,264	-38%	-$231K	0.16%	139
2024 Q4	$584K	Buy	+6,034	New	+$613K	0.25%	101

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

Pines Wealth Management's EFG Position: Q2 2026 in Review

Pines Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.8% in Q2 2026, buying an estimated $12.3K and bringing the position to 3,773 shares worth $469K. The position accounts for 0.14% of the portfolio, ranked #142.

Pines Wealth Management first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $584K in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Pines Wealth Management held 3,773 shares of iShares MSCI EAFE Growth ETF worth $469K as of Q2 2026.
Pines Wealth Management bought 102 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $12.3K.
iShares MSCI EAFE Growth ETF made up 0.14% of Pines Wealth Management's portfolio in Q2 2026, its #142 holding.
Pines Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
Pines Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $584K in Q4 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.