Signature Estate & Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Signature Estate & Investment Advisors’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	$1.07M	Buy	8,583 +1,907	+29%	+$230K	0.02%	256
2026 Q1	$743K	Buy	+6,676	New	+$785K	0.02%	338
2025 Q3	–	Sell	-2,340	Closed	-$262K	–	608
2025 Q2	$262K	Sell	2,340 -29	-1%	-$3.06K	0.01%	496
2025 Q1	$237K	Sell	2,369 -205,157	-99%	-$20.9M	0.01%	486
2024 Q4	$20.1M	Buy	+207,526	New	+$21.1M	0.5%	35
2023 Q1	–	Sell	-127,346	Closed	-$10.7M	–	180
2022 Q4	$10.7M	Buy	+127,346	New	+$10.3M	0.38%	42

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

Signature Estate & Investment Advisors's EFG Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 29% in Q2 2026, buying an estimated $230K and bringing the position to 8,583 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #256.

Signature Estate & Investment Advisors first reported a position in EFG in Q4 2022 and has held it in 6 quarters since. The position peaked at $20.1M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Signature Estate & Investment Advisors held 8,583 shares of iShares MSCI EAFE Growth ETF worth $1.07M as of Q2 2026.
Signature Estate & Investment Advisors bought 1,907 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $230K.
iShares MSCI EAFE Growth ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #256 holding.
Signature Estate & Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 6 quarters since.
Signature Estate & Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $20.1M in Q4 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.