SGL Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

SGL Investment 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	$1.84M	Buy	14,642 +1,996	+16%	+$241K	0.64%	40
2026 Q1	$1.54M	Buy	12,646 +1,700	+16%	+$200K	0.58%	45
2025 Q4	$1.27M	Buy	10,946 +1,578	+17%	+$181K	0.51%	45
2025 Q3	$1.08M	Buy	9,368 +1,773	+23%	+$198K	0.45%	46
2025 Q2	$845K	Buy	7,595 +449	+6%	+$47.4K	0.4%	51
2025 Q1	$755K	Buy	7,146 +900	+14%	+$91.7K	0.39%	51
2024 Q4	$645K	Buy	6,246 +311	+5%	+$31.6K	0.33%	62
2024 Q3	$587K	Buy	+5,935	New	+$616K	0.3%	69

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

SGL Investment Advisors's EFG Position: Q2 2026 in Review

SGL Investment Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 16% in Q2 2026, buying an estimated $241K and bringing the position to 14,642 shares worth $1.84M. The position accounts for 0.64% of the portfolio, ranked #40.

SGL Investment Advisors first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

SGL Investment Advisors held 14,642 shares of iShares MSCI EAFE Growth ETF worth $1.84M as of Q2 2026.
SGL Investment Advisors bought 1,996 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $241K.
iShares MSCI EAFE Growth ETF made up 0.64% of SGL Investment Advisors's portfolio in Q2 2026, its #40 holding.
SGL Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.