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Plante Moran Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Plante Moran Financial 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 		$503K Buy
4,043
+2,191
+118% +$264K 0.02% 94
2026
Q1 		$206K Hold
1,852
– – 0.01% 157
2025
Q4 		$211K Hold
1,852
– – 0.01% 165
2025
Q3 		$211K Hold
1,852
– – 0.01% 162
2025
Q2 		$207K Buy
1,852
+128
+7% +$13.5K 0.01% 156
2025
Q1 		$172K Sell
1,724
-386
-18% -$39.3K 0.01% 185
2024
Q4 		$204K Buy
2,110
+129
+7% +$13.1K 0.02% 169
2024
Q3 		$213K Hold
1,981
– – 0.02% 175
2024
Q2 		$203K Sell
1,981
-326
-14% -$33.3K 0.02% 173
2024
Q1 		$239K Hold
2,307
– – 0.03% 155
2023
Q4 		$223K Buy
2,307
+109
+5% +$9.77K 0.02% 156
2023
Q3 		$190K Sell
2,198
-58
-3% -$5.35K 0.02% 150
2023
Q2 		$215K Buy
2,256
+58
+3% +$5.52K 0.03% 142
2023
Q1 		$206K Buy
+2,198
New +$198K 0.03% 146
2022
Q3 		– Sell
-100
Closed -$8K – 906
2022
Q2 		$8K Buy
+100
New +$8.68K ﹤0.01% 644
2014
Q4 		– Sell
-500
Closed -$34K – 817
2014
Q3 		$34K Buy
+500
New +$35.3K 0.03% 309

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Plante Moran Financial Advisors's EFG Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 118% in Q2 2026, buying an estimated $264K and bringing the position to 4,043 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #94.

Plante Moran Financial Advisors first reported a position in EFG in Q3 2014 and has held it in 16 quarters since. 728 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Plante Moran Financial Advisors held 4,043 shares of iShares MSCI EAFE Growth ETF worth $503K as of Q2 2026.
  • Plante Moran Financial Advisors bought 2,191 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $264K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #94 holding.
  • Plante Moran Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2014 and has held it in 16 quarters since.
  • 728 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.