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

Simplicity Wealth’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 		$10.8M Buy
86,566
+6,936
+9% +$836K 0.36% 65
2026
Q1 		$8.87M Buy
79,630
+25,186
+46% +$2.96M 0.5% 41
2025
Q4 		$6.2M Buy
54,444
+5,896
+12% +$676K 0.37% 60
2025
Q3 		$5.53M Sell
48,548
-77,316
-61% -$8.62M 0.32% 71
2025
Q2 		$14.1M Buy
125,864
+59,157
+89% +$6.24M 0.59% 33
2025
Q1 		$6.67M Buy
66,707
+62,835
+1,623% +$6.41M 0.52% 36
2024
Q4 		$375K Sell
3,872
-76,036
-95% -$7.73M 0.08% 200
2024
Q3 		$8.6M Sell
79,908
-9,657
-11% -$1M 0.8% 21
2024
Q2 		$9.16M Sell
89,565
-1,391
-2% -$142K 0.21% 96
2024
Q1 		$9.44M Buy
90,956
+5,439
+6% +$541K 0.22% 88
2023
Q4 		$8.28M Sell
85,517
-2,913
-3% -$261K 3.21% 8
2023
Q3 		$7.63M Buy
88,430
+3,082
+4% +$284K 4.47% 7
2023
Q2 		$8.14M Sell
85,348
-1,171
-1% -$111K 5.06% 4
2023
Q1 		$8.11M Buy
86,519
+21,874
+34% +$1.97M 5.39% 4
2022
Q4 		$5.41M Buy
64,645
+60,903
+1,628% +$4.92M 4.78% 7
2022
Q3 		$272K Buy
+3,742
New +$305K 0.37% 59
2022
Q1 		– Sell
-4,722
Closed -$521K – 69
2021
Q4 		$521K Buy
+4,722
New +$517K 0.28% 48

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

Simplicity Wealth's EFG Position: Q2 2026 in Review

Simplicity Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 8.7% in Q2 2026, buying an estimated $836K and bringing the position to 86,566 shares worth $10.8M. The position accounts for 0.36% of the portfolio, ranked #65.

Simplicity Wealth first reported a position in EFG in Q4 2021 and has held it in 17 quarters since. The position peaked at $14.1M in Q2 2025. 1,059 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Simplicity Wealth held 86,566 shares of iShares MSCI EAFE Growth ETF worth $10.8M as of Q2 2026.
  • Simplicity Wealth bought 6,936 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $836K.
  • iShares MSCI EAFE Growth ETF made up 0.36% of Simplicity Wealth's portfolio in Q2 2026, its #65 holding.
  • Simplicity Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Simplicity Wealth's iShares MSCI EAFE Growth ETF position peaked at $14.1M in Q2 2025.
  • 1,059 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.