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Sherman Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Sherman Wealth 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 		$1.15M Buy
9,261
+62
+0.7% +$7.48K 0.87% 32
2026
Q1 		$1.02M Sell
9,199
-30
-0.3% -$3.53K 0.88% 29
2025
Q4 		$1.05M Buy
+9,229
New +$1.06M 0.91% 28

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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Sherman Wealth Management's EFG Position: Q2 2026 in Review

Sherman Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.67% in Q2 2026, buying an estimated $7.48K and bringing the position to 9,261 shares worth $1.15M. The position accounts for 0.87% of the portfolio, ranked #32.

Sherman Wealth Management first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 773 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Sherman Wealth Management held 9,261 shares of iShares MSCI EAFE Growth ETF worth $1.15M as of Q2 2026.
  • Sherman Wealth Management bought 62 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $7.48K.
  • iShares MSCI EAFE Growth ETF made up 0.87% of Sherman Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Sherman Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 773 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.