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

Sagace Wealth 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	$4.61M	Buy	37,046 +769	+2%	+$92.7K	2.89%	13
2026 Q1	$4.04M	Buy	36,277 +1,005	+3%	+$118K	2.71%	13
2025 Q4	$4.02M	Sell	35,272 -630	-2%	-$72.2K	2.73%	14
2025 Q3	$4.09M	Sell	35,902 -4,005	-10%	-$446K	2.78%	13
2025 Q2	$4.47M	Buy	39,907 +17,372	+77%	+$1.83M	3.34%	9
2025 Q1	$2.25M	Buy	22,535 +1,299	+6%	+$132K	1.7%	20
2024 Q4	$2.06M	Buy	21,236 +1,486	+8%	+$151K	1.54%	23
2024 Q3	$2.1M	Buy	19,750 +4,397	+29%	+$456K	1.62%	22
2024 Q2	$1.59M	Buy	+15,353	New	+$1.57M	1.55%	23

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

Sagace Wealth Management's EFG Position: Q2 2026 in Review

Sagace Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.1% in Q2 2026, buying an estimated $92.7K and bringing the position to 37,046 shares worth $4.61M. The position accounts for 2.89% of the portfolio, ranked #13.

Sagace Wealth Management first reported a position in EFG in Q2 2024 and has held it in 9 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Sagace Wealth Management held 37,046 shares of iShares MSCI EAFE Growth ETF worth $4.61M as of Q2 2026.
Sagace Wealth Management bought 769 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $92.7K.
iShares MSCI EAFE Growth ETF made up 2.89% of Sagace Wealth Management's portfolio in Q2 2026, its #13 holding.
Sagace Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.