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ShoreHaven Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

ShoreHaven Wealth Partners’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 		$3.72M Buy
29,862
+5
+0% +$603 1.17% 25
2026
Q1 		$3.33M Sell
29,857
-1,455
-5% -$171K 1.19% 23
2025
Q4 		$3.57M Buy
31,312
+136
+0.4% +$15.6K 1.28% 22
2025
Q3 		$3.55M Buy
31,176
+84
+0.3% +$9.36K 1.31% 21
2025
Q2 		$3.48M Buy
31,092
+596
+2% +$62.9K 1.43% 21
2025
Q1 		$3.05M Sell
30,496
-5,226
-15% -$533K 1.46% 22
2024
Q4 		$3.46M Buy
35,722
+1,079
+3% +$110K 1.63% 16
2024
Q3 		$3.73M Sell
34,643
-281
-0.8% -$29.2K 1.8% 14
2024
Q2 		$3.57M Sell
34,924
-2,351
-6% -$240K 1.88% 14
2024
Q1 		$3.87M Sell
37,275
-823
-2% -$81.9K 2.13% 15
2023
Q4 		$3.69M Sell
38,098
-3,349
-8% -$300K 2.25% 16
2023
Q3 		$3.58M Buy
41,447
+728
+2% +$67.1K 2.46% 12
2023
Q2 		$3.88M Buy
40,719
+2,393
+6% +$228K 2.6% 12
2023
Q1 		$3.59M Buy
38,326
+1,063
+3% +$95.6K 2.52% 13
2022
Q4 		$3.12M Sell
37,263
-3,521
-9% -$285K 2.2% 12
2022
Q3 		$2.96M Sell
40,784
-44,682
-52% -$3.64M 2.26% 12
2022
Q2 		$6.88M Buy
+85,466
New +$7.42M 4.94% 4

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

ShoreHaven Wealth Partners's EFG Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.02% in Q2 2026, buying an estimated $603 and bringing the position to 29,862 shares worth $3.72M. The position accounts for 1.17% of the portfolio, ranked #25.

ShoreHaven Wealth Partners first reported a position in EFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.88M in Q2 2022. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • ShoreHaven Wealth Partners held 29,862 shares of iShares MSCI EAFE Growth ETF worth $3.72M as of Q2 2026.
  • ShoreHaven Wealth Partners bought 5 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $603.
  • iShares MSCI EAFE Growth ETF made up 1.17% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • ShoreHaven Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $6.88M in Q2 2022.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.