Sachetta’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sachetta’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	$4.21K	Hold	34	–	–	﹤0.01%	695
2026 Q1	$3.74K	Hold	34	–	–	﹤0.01%	751
2025 Q4	$3.83K	Sell	34 -5,667	-99%	-$650K	﹤0.01%	618
2025 Q3	$649K	Hold	5,701	–	–	0.24%	79
2025 Q2	$639K	Sell	5,701 -16	-0.3%	-$1.69K	0.25%	79
2025 Q1	$572K	Hold	5,717	–	–	0.23%	83
2024 Q4	$554K	Buy	5,717 +500	+10%	+$50.8K	0.22%	86
2024 Q3	$562K	Hold	5,217	–	–	0.22%	84
2024 Q2	$529K	Buy	5,217 +86	+2%	+$8.79K	0.23%	84
2024 Q1	$497K	Hold	5,131	–	–	0.24%	80
2023 Q4	$497K	Buy	+5,131	New	+$460K	0.24%	80

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

Sachetta's EFG Position: Q2 2026 in Review

Sachetta held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 34 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Sachetta first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $649K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Sachetta held 34 shares of iShares MSCI EAFE Growth ETF worth $4.21K as of Q2 2026.
Sachetta left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #695 holding.
Sachetta first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
Sachetta's iShares MSCI EAFE Growth ETF position peaked at $649K in Q3 2025.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.