Richardson Capital Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Richardson Capital 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	$30.5K	Buy	245 +1	+0.4%	+$121	0.01%	136
2026 Q1	$27.1K	Sell	244 -22	-8%	-$2.59K	0.01%	138
2025 Q4	$30.3K	Buy	266 +3	+1%	+$344	0.02%	115
2025 Q3	$30K	Hold	263	–	–	0.01%	120
2025 Q2	$29.5K	Buy	263 +2	+0.8%	+$211	0.02%	100
2025 Q1	$26.1K	Hold	261	–	–	0.02%	102
2024 Q4	$25.2K	Sell	261 -252	-49%	-$25.6K	0.02%	93
2024 Q3	$55.2K	Sell	513 -5	-1%	-$519	0.04%	61
2024 Q2	$53K	Sell	518 -86	-14%	-$8.79K	0.04%	63
2024 Q1	$62.7K	Buy	604 +23	+4%	+$2.29K	0.05%	51
2023 Q4	$56.3K	Buy	+581	New	+$52.1K	0.05%	55

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

Richardson Capital Management's EFG Position: Q2 2026 in Review

Richardson Capital Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.41% in Q2 2026, buying an estimated $121 and bringing the position to 245 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #136.

Richardson Capital Management first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $62.7K in Q1 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Richardson Capital Management held 245 shares of iShares MSCI EAFE Growth ETF worth $30.5K as of Q2 2026.
Richardson Capital Management bought 1 iShares MSCI EAFE Growth ETF share in Q2 2026, an estimated $121.
iShares MSCI EAFE Growth ETF made up 0.01% of Richardson Capital Management's portfolio in Q2 2026, its #136 holding.
Richardson Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Capital Management's iShares MSCI EAFE Growth ETF position peaked at $62.7K in Q1 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.