Shared Vision Wealth Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Shared Vision Wealth Group’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	$4.29M	Buy	34,468 +687	+2%	+$82.8K	1.47%	15
2026 Q1	$3.76M	Buy	33,781 +23,907	+242%	+$2.81M	1.53%	18
2025 Q4	$1.19M	Sell	9,874 -2,985	-23%	-$342K	0.48%	34
2025 Q3	$1.49M	Sell	12,859 -19,507	-60%	-$2.17M	0.63%	28
2025 Q2	$3.48M	Sell	32,366 -1,436	-4%	-$151K	1.74%	15
2025 Q1	$3.38M	Sell	33,802 -19,546	-37%	-$1.99M	1.85%	12
2024 Q4	$5.17M	Buy	53,348 +4,583	+9%	+$466K	2.72%	9
2024 Q3	$5.25M	Sell	48,765 -2,670	-5%	-$277K	2.8%	9
2024 Q2	$5.26M	Buy	51,435 +14,352	+39%	+$1.47M	3.06%	8
2024 Q1	$3.85M	Sell	37,083 -3,506	-9%	-$349K	2.4%	8
2023 Q4	$3.93M	Buy	+40,589	New	+$3.64M	2.63%	8

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

Shared Vision Wealth Group's EFG Position: Q2 2026 in Review

Shared Vision Wealth Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2% in Q2 2026, buying an estimated $82.8K and bringing the position to 34,468 shares worth $4.29M. The position accounts for 1.47% of the portfolio, ranked #15.

Shared Vision Wealth Group first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.26M in Q2 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Shared Vision Wealth Group held 34,468 shares of iShares MSCI EAFE Growth ETF worth $4.29M as of Q2 2026.
Shared Vision Wealth Group bought 687 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $82.8K.
iShares MSCI EAFE Growth ETF made up 1.47% of Shared Vision Wealth Group's portfolio in Q2 2026, its #15 holding.
Shared Vision Wealth Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's iShares MSCI EAFE Growth ETF position peaked at $5.26M in Q2 2024.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.