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

SMART 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 		$2.68M Buy
21,547
+11,694
+119% +$1.41M 0.58% 57
2026
Q1 		$1.1M Buy
9,853
+3,734
+61% +$439K 0.32% 92
2025
Q4 		$697K Buy
6,119
+1,206
+25% +$138K 0.21% 96
2025
Q3 		$559K Buy
4,913
+848
+21% +$94.5K 0.21% 84
2025
Q2 		$455K Buy
4,065
+762
+23% +$80.4K 0.14% 111
2025
Q1 		$330K Buy
3,303
+425
+15% +$43.3K 0.12% 119
2024
Q4 		$279K Buy
2,878
+760
+36% +$77.2K 0.1% 125
2024
Q3 		$228K Buy
+2,118
New +$220K 0.09% 130

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

SMART Wealth's EFG Position: Q2 2026 in Review

SMART Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 119% in Q2 2026, buying an estimated $1.41M and bringing the position to 21,547 shares worth $2.68M. The position accounts for 0.58% of the portfolio, ranked #57.

SMART Wealth first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • SMART Wealth held 21,547 shares of iShares MSCI EAFE Growth ETF worth $2.68M as of Q2 2026.
  • SMART Wealth bought 11,694 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.41M.
  • iShares MSCI EAFE Growth ETF made up 0.58% of SMART Wealth's portfolio in Q2 2026, its #57 holding.
  • SMART Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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