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

Regimen Wealth’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	$13M	Buy	104,650 +2,180	+2%	+$263K	3.51%	12
2026 Q1	$11.4M	Sell	102,470 -5,444	-5%	-$640K	3.33%	13
2025 Q4	$12.3M	Buy	107,914 +922	+0.9%	+$106K	3.6%	12
2025 Q3	$12.2M	Sell	106,992 -499	-0.5%	-$55.6K	3.62%	12
2025 Q2	$12M	Sell	107,491 -19,167	-15%	-$2.02M	3.74%	11
2025 Q1	$12.7M	Buy	126,658 +119	+0.1%	+$12.1K	4.07%	9
2024 Q4	$12.3M	Buy	126,539 +14,348	+13%	+$1.46M	4%	9
2024 Q3	$12.1M	Sell	112,191 -55	-0%	-$5.71K	3.91%	9
2024 Q2	$11.5M	Buy	112,246 +1,183	+1%	+$121K	3.95%	9
2024 Q1	$11.5M	Sell	111,063 -1,398	-1%	-$139K	4%	10
2023 Q4	$11M	Buy	112,461 +11,165	+11%	+$1M	4.19%	9
2023 Q3	$8.74M	Sell	101,296 -1,861	-2%	-$172K	3.59%	11
2023 Q2	$9.84M	Buy	103,157 +11,460	+12%	+$1.09M	4.08%	10
2023 Q1	$8.95M	Buy	91,697 +63,334	+223%	+$5.7M	3.87%	10
2022 Q4	$2.37M	Buy	+28,363	New	+$2.29M	1.59%	14

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

Regimen Wealth's EFG Position: Q2 2026 in Review

Regimen Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.1% in Q2 2026, buying an estimated $263K and bringing the position to 104,650 shares worth $13M. The position accounts for 3.51% of the portfolio, ranked #12.

Regimen Wealth first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. 1,053 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Regimen Wealth held 104,650 shares of iShares MSCI EAFE Growth ETF worth $13M as of Q2 2026.
Regimen Wealth bought 2,180 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $263K.
iShares MSCI EAFE Growth ETF made up 3.51% of Regimen Wealth's portfolio in Q2 2026, its #12 holding.
Regimen Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,053 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.