Schneider Downs Wealth Management Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Schneider Downs Wealth Management Advisors’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	$681K	Hold	5,471	–	–	0.06%	92
2026 Q1	$609K	Sell	5,471 -499	-8%	-$58.7K	0.07%	89
2025 Q4	$680K	Buy	5,970 +86	+1%	+$9.86K	0.08%	82
2025 Q3	$670K	Hold	5,884	–	–	0.08%	85
2025 Q2	$659K	Hold	5,884	–	–	0.1%	82
2025 Q1	$588K	Sell	5,884 -1,100	-16%	-$112K	0.11%	78
2024 Q4	$676K	Hold	6,984	–	–	0.13%	71
2024 Q3	$752K	Hold	6,984	–	–	0.15%	62
2024 Q2	$714K	Hold	6,984	–	–	0.16%	58
2024 Q1	$725K	Hold	6,984	–	–	0.17%	59
2023 Q4	$676K	Sell	6,984 -1,916	-22%	-$172K	0.18%	53
2023 Q3	$768K	Sell	8,900 -781	-8%	-$72K	0.18%	48
2023 Q2	$924K	Hold	9,681	–	–	0.21%	47
2023 Q1	$907K	Hold	9,681	–	–	0.19%	47
2022 Q4	$811K	Buy	9,681 +781	+9%	+$63.1K	0.18%	47
2022 Q3	$646K	Hold	8,900	–	–	0.19%	49
2022 Q2	$716K	Hold	8,900	–	–	0.2%	52
2022 Q1	$857K	Hold	8,900	–	–	0.22%	49
2021 Q4	$982K	Hold	8,900	–	–	0.23%	46
2021 Q3	$948K	Buy	8,900 +4,300	+93%	+$473K	0.24%	47
2021 Q2	$493K	Hold	4,600	–	–	0.13%	73
2021 Q1	$462K	Hold	4,600	–	–	0.11%	71
2020 Q4	$464K	Hold	4,600	–	–	0.13%	49
2020 Q3	$413K	Sell	4,600 -4,468	-49%	-$396K	0.14%	52
2020 Q2	$754K	Sell	9,068 -5,000	-36%	-$390K	0.26%	33
2020 Q1	$1M	Sell	14,068 -1,049	-7%	-$85K	0.37%	30
2019 Q4	$1.31M	Hold	15,117	–	–	0.39%	24
2019 Q3	$1.22M	Hold	15,117	–	–	0.38%	22
2019 Q2	$1.22M	Sell	15,117 -1,265	-8%	-$99.8K	0.43%	21
2019 Q1	$1.27M	Buy	16,382 +4,453	+37%	+$330K	0.48%	19
2018 Q4	$824K	Buy	+11,929	New	+$869K	0.36%	24

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

Schneider Downs Wealth Management Advisors's EFG Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 5,471 shares worth $681K. The position accounts for 0.06% of the portfolio, ranked #92.

Schneider Downs Wealth Management Advisors first reported a position in EFG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.31M in Q4 2019. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Schneider Downs Wealth Management Advisors held 5,471 shares of iShares MSCI EAFE Growth ETF worth $681K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.06% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #92 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 31 quarters since.
Schneider Downs Wealth Management Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.31M in Q4 2019.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.