Simplex Trading’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Simplex Trading’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	–	Sell	-142	Closed	-$15.8K	–	9530
2026 Q1	$15.8K	Buy	+142	New	+$16.7K	﹤0.01%	6956
2025 Q1	–	Sell	-200	Closed	-$19K	–	8753
2024 Q4	$19K	Buy	+200	New	+$20.3K	﹤0.01%	6715
2021 Q1	–	Sell	-1,785	Closed	-$180K	–	9083
2020 Q4	$180K	Buy	+1,785	New	+$169K	﹤0.01%	4751
2015 Q3	–	Sell	-870	Closed	-$60K	–	5646
2015 Q2	$60K	Buy	+870	New	+$63.2K	0.01%	1554

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Simplex Trading's EFG Position: Q2 2026 in Review

Simplex Trading sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 142 shares — an estimated $15.8K sold.

Simplex Trading first reported a position in EFG in Q2 2015 and held it in 4 quarters. The position peaked at $180K in Q4 2020. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Simplex Trading reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Simplex Trading sold 142 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $15.8K.
Simplex Trading first reported a position in iShares MSCI EAFE Growth ETF in Q2 2015 and held it in 4 quarters.
Simplex Trading's iShares MSCI EAFE Growth ETF position peaked at $180K in Q4 2020.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.