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

Sanchez Gaunt 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	$261K	Buy	2,097 +51	+2%	+$6.15K	0.15%	161
2026 Q1	$228K	Buy	+2,046	New	+$241K	0.14%	170

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

Sanchez Gaunt Capital Management's EFG Position: Q2 2026 in Review

Sanchez Gaunt Capital Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.5% in Q2 2026, buying an estimated $6.15K and bringing the position to 2,097 shares worth $261K. The position accounts for 0.15% of the portfolio, ranked #161.

Sanchez Gaunt Capital Management first reported a position in EFG in Q1 2026 and has held it in 2 quarters since. 1,053 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Sanchez Gaunt Capital Management held 2,097 shares of iShares MSCI EAFE Growth ETF worth $261K as of Q2 2026.
Sanchez Gaunt Capital Management bought 51 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $6.15K.
iShares MSCI EAFE Growth ETF made up 0.15% of Sanchez Gaunt Capital Management's portfolio in Q2 2026, its #161 holding.
Sanchez Gaunt Capital Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and has held it in 2 quarters since.
1,053 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sanchez Gaunt Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.