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Prosperity Consulting Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Prosperity Consulting Group’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 		$13.1M Buy
105,307
+10,270
+11% +$1.24M 0.5% 37
2026
Q1 		$10.6M Buy
95,037
+7,104
+8% +$835K 0.47% 37
2025
Q4 		$10M Buy
87,933
+2,508
+3% +$288K 0.45% 39
2025
Q3 		$9.73M Sell
85,425
-14,128
-14% -$1.57M 0.48% 39
2025
Q2 		$11.1M Sell
99,553
-513
-0.5% -$54.1K 0.81% 28
2025
Q1 		$10M Sell
100,066
-11,479
-10% -$1.17M 0.77% 29
2024
Q4 		$10.8M Buy
111,545
+28,252
+34% +$2.87M 0.81% 27
2024
Q3 		$8.97M Buy
83,293
+4,415
+6% +$458K 0.7% 31
2024
Q2 		$8.07M Sell
78,878
-719
-0.9% -$73.5K 1.09% 16
2024
Q1 		$8.26M Buy
79,597
+63,799
+404% +$6.35M 1.04% 18
2023
Q4 		$1.53M Buy
15,798
+10,878
+221% +$975K 0.51% 44
2023
Q3 		$425K Buy
+4,920
New +$454K 0.2% 96

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

Prosperity Consulting Group's EFG Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 11% in Q2 2026, buying an estimated $1.24M and bringing the position to 105,307 shares worth $13.1M. The position accounts for 0.5% of the portfolio, ranked #37.

Prosperity Consulting Group first reported a position in EFG in Q3 2023 and has held it in 12 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Prosperity Consulting Group held 105,307 shares of iShares MSCI EAFE Growth ETF worth $13.1M as of Q2 2026.
  • Prosperity Consulting Group bought 10,270 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.24M.
  • iShares MSCI EAFE Growth ETF made up 0.5% of Prosperity Consulting Group's portfolio in Q2 2026, its #37 holding.
  • Prosperity Consulting Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.