SHJ
EFG icon

Sharkey, Howes & Javer’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sharkey, Howes & Javer’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 		$16.2M Sell
130,370
-4,459
-3% -$538K 1.96% 16
2026
Q1 		$15M Buy
134,829
+97,106
+257% +$11.4M 2.02% 14
2025
Q4 		$4.3M Sell
37,723
-4,445
-11% -$510K 0.55% 33
2025
Q3 		$4.8M Sell
42,168
-104,779
-71% -$11.7M 0.62% 31
2025
Q2 		$16.5M Buy
146,947
+866
+0.6% +$91.3K 2.21% 11
2025
Q1 		$14.6M Sell
146,081
-79,685
-35% -$8.12M 2.09% 11
2024
Q4 		$21.9M Buy
225,766
+28,447
+14% +$2.89M 3.07% 7
2024
Q3 		$21.2M Sell
197,319
-14,035
-7% -$1.46M 3.03% 8
2024
Q2 		$21.6M Buy
211,354
+68,224
+48% +$6.97M 3.49% 6
2024
Q1 		$14.9M Buy
143,130
+7,520
+6% +$749K 2.43% 8
2023
Q4 		$13.1M Sell
135,610
-59,728
-31% -$5.35M 2.32% 9
2023
Q3 		$16.9M Sell
195,338
-39,313
-17% -$3.62M 3.23% 7
2023
Q2 		$22.4M Buy
234,651
+29,322
+14% +$2.79M 4.24% 6
2023
Q1 		$19.2M Buy
205,329
+62,754
+44% +$5.64M 4.13% 7
2022
Q4 		$11.9M Sell
142,575
-33,052
-19% -$2.67M 2.74% 7
2022
Q3 		$12.7M Buy
175,627
+55,390
+46% +$4.52M 2.78% 9
2022
Q2 		$9.68M Buy
120,237
+6,046
+5% +$525K 2.34% 11
2022
Q1 		$11M Sell
114,191
-74,214
-39% -$7.3M 2.52% 8
2021
Q4 		$20.8M Buy
188,405
+13,057
+7% +$1.43M 4.69% 4
2021
Q3 		$18.7M Buy
175,348
+60,697
+53% +$6.68M 4.83% 6
2021
Q2 		$12.3M Buy
114,651
+14,293
+14% +$1.52M 3.26% 11
2021
Q1 		$10.1M Sell
100,358
-6,282
-6% -$639K 3.15% 11
2020
Q4 		$10.8M Sell
106,640
-10,630
-9% -$1.01M 3.59% 8
2020
Q3 		$10.5M Buy
117,270
+15,661
+15% +$1.39M 4.01% 6
2020
Q2 		$8.45M Buy
+101,609
New +$7.94M 3.73% 9

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Sharkey, Howes & Javer's EFG Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.3% in Q2 2026, selling an estimated $538K and leaving 130,370 shares worth $16.2M. The position accounts for 1.96% of the portfolio, ranked #16.

Sharkey, Howes & Javer first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $22.4M in Q2 2023. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Sharkey, Howes & Javer held 130,370 shares of iShares MSCI EAFE Growth ETF worth $16.2M as of Q2 2026.
  • Sharkey, Howes & Javer sold 4,459 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $538K.
  • iShares MSCI EAFE Growth ETF made up 1.96% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #16 holding.
  • Sharkey, Howes & Javer first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Sharkey, Howes & Javer's iShares MSCI EAFE Growth ETF position peaked at $22.4M in Q2 2023.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.