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Salem Investment Counselors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Salem Investment Counselors’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 		$62.5K Hold
502
– – ﹤0.01% 571
2026
Q1 		$55.9K Buy
+502
New +$59K ﹤0.01% 574
2025
Q4 		– Sell
-502
Closed -$57.2K – 606
2025
Q3 		$57.2K Buy
502
+429
+588% +$47.8K ﹤0.01% 578
2025
Q2 		$8.18K Hold
73
– – ﹤0.01% 881
2025
Q1 		$7.3K Hold
73
– – ﹤0.01% 876
2024
Q4 		$7.07K Hold
73
– – ﹤0.01% 876
2024
Q3 		$7.86K Hold
73
– – ﹤0.01% 869
2024
Q2 		$7.47K Sell
73
-59
-45% -$6.03K ﹤0.01% 869
2024
Q1 		$13.7K Hold
132
– – ﹤0.01% 778
2023
Q4 		$12.8K Sell
132
-27
-17% -$2.42K ﹤0.01% 769
2023
Q3 		$13.7K Sell
159
-69
-30% -$6.36K ﹤0.01% 737
2023
Q2 		$21.8K Buy
228
+96
+73% +$9.13K ﹤0.01% 677
2023
Q1 		$12.4K Buy
+132
New +$11.9K ﹤0.01% 775
2021
Q2 		– Sell
-1
Closed – – 920
2021
Q1 		$0 Buy
+1
New +$102 ﹤0.01% 869

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Salem Investment Counselors's EFG Position: Q2 2026 in Review

Salem Investment Counselors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 502 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Salem Investment Counselors first reported a position in EFG in Q1 2021 and has held it in 14 quarters since. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Salem Investment Counselors held 502 shares of iShares MSCI EAFE Growth ETF worth $62.5K as of Q2 2026.
  • Salem Investment Counselors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #571 holding.
  • Salem Investment Counselors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 14 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.