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

SigFig 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 		$6.01M Buy
48,755
+2,368
+5% +$286K 0.16% 45
2026
Q1 		$5.17M Buy
46,387
+43,822
+1,708% +$5.15M 0.15% 46
2025
Q4 		$292K Sell
2,565
-2,743
-52% -$314K 0.01% 126
2025
Q3 		$601K Sell
5,308
-31,502
-86% -$3.51M 0.02% 111
2025
Q2 		$4.11M Sell
36,810
-4,430
-11% -$467K 0.14% 61
2025
Q1 		$4.16M Sell
41,240
-30,895
-43% -$3.15M 0.15% 57
2024
Q4 		$7M Buy
72,135
+10,324
+17% +$1.05M 0.25% 43
2024
Q3 		$6.67M Sell
61,811
-2,881
-4% -$299K 0.24% 45
2024
Q2 		$6.62M Buy
64,692
+25,175
+64% +$2.57M 0.25% 46
2024
Q1 		$4.1M Buy
39,517
+2,608
+7% +$260K 0.15% 56
2023
Q4 		$3.57M Sell
36,909
-16,725
-31% -$1.5M 0.14% 60
2023
Q3 		$4.63M Sell
53,634
-18,465
-26% -$1.7M 0.19% 53
2023
Q2 		$6.78M Buy
72,099
+3,047
+4% +$290K 0.26% 43
2023
Q1 		$6.47M Buy
69,052
+22,463
+48% +$2.02M 0.36% 36
2022
Q4 		$5.54M Sell
46,589
-4,329
-9% -$350K 0.28% 42
2022
Q3 		$5.47M Buy
50,918
+18,999
+60% +$1.55M 0.29% 40
2022
Q2 		$5.17M Buy
31,919
+4,656
+17% +$404K 0.27% 39
2022
Q1 		$4.95M Sell
27,263
-16,544
-38% -$1.63M 0.24% 41
2021
Q4 		$4.71M Buy
43,807
+7,710
+21% +$844K 0.22% 40
2021
Q3 		$3.84M Buy
36,097
+13,050
+57% +$1.44M 0.19% 42
2021
Q2 		$2.47M Buy
23,047
+4,483
+24% +$476K 0.13% 48
2021
Q1 		$1.86M Buy
18,564
+2,020
+12% +$205K 0.11% 48
2020
Q4 		$1.67M Buy
16,544
+2,818
+21% +$267K 0.12% 44
2020
Q3 		$1.24M Buy
13,726
+5,332
+64% +$473K 0.11% 43
2020
Q2 		$698K Buy
+8,394
New +$656K 0.07% 49

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

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

SigFig Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 5.1% in Q2 2026, buying an estimated $286K and bringing the position to 48,755 shares worth $6.01M. The position accounts for 0.16% of the portfolio, ranked #45.

SigFig Wealth Management first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $7M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • SigFig Wealth Management held 48,755 shares of iShares MSCI EAFE Growth ETF worth $6.01M as of Q2 2026.
  • SigFig Wealth Management bought 2,368 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $286K.
  • iShares MSCI EAFE Growth ETF made up 0.16% of SigFig Wealth Management's portfolio in Q2 2026, its #45 holding.
  • SigFig Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • SigFig Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $7M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.