Richmond Investment Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Richmond Investment Services’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	–	Sell	-7,887	Closed	-$878K	–	171
2026 Q1	$878K	Buy	7,887 +6,117	+346%	+$719K	0.14%	101
2025 Q4	$202K	Buy	+1,770	New	+$203K	0.03%	231
2025 Q3	–	Sell	-3,876	Closed	-$434K	–	228
2025 Q2	$434K	Buy	+3,876	New	+$409K	0.09%	138

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

Richmond Investment Services's EFG Position: Q2 2026 in Review

Richmond Investment Services sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 7,887 shares — an estimated $878K sold.

Richmond Investment Services first reported a position in EFG in Q2 2025 and held it in 3 quarters. The position peaked at $878K in Q1 2026. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Richmond Investment Services reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 7,887 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $878K.
Richmond Investment Services first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and held it in 3 quarters.
Richmond Investment Services's iShares MSCI EAFE Growth ETF position peaked at $878K in Q1 2026.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.