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

Smallwood Wealth Investment 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 		– Sell
-79
Closed -$8.8K – 536
2026
Q1 		$8.8K Buy
+79
New +$9.29K ﹤0.01% 333
2025
Q4 		– Sell
-12
Closed -$1.37K – 524
2025
Q3 		$1.37K Hold
12
– – ﹤0.01% 415
2025
Q2 		$1.34K Hold
12
– – ﹤0.01% 433
2025
Q1 		$1.2K Buy
+12
New +$1.22K ﹤0.01% 410

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Smallwood Wealth Investment Management's EFG Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 79 shares — an estimated $8.8K sold.

Smallwood Wealth Investment Management first reported a position in EFG in Q1 2025 and held it in 4 quarters. The position peaked at $8.8K in Q1 2026. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 79 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $8.8K.
  • Smallwood Wealth Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and held it in 4 quarters.
  • Smallwood Wealth Investment Management's iShares MSCI EAFE Growth ETF position peaked at $8.8K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.