SWM
EFG icon

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

Spire Wealth 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 		$2.32M Sell
18,666
-245
-1% -$29.5K 0.07% 250
2026
Q1 		$2.11M Buy
18,911
+2,521
+15% +$296K 0.07% 250
2025
Q4 		$1.87M Buy
16,390
+729
+5% +$83.6K 0.06% 266
2025
Q3 		$1.78M Sell
15,661
-1,183
-7% -$132K 0.06% 261
2025
Q2 		$1.89M Sell
16,844
-2,616
-13% -$276K 0.07% 245
2025
Q1 		$1.95M Sell
19,460
-1,603
-8% -$163K 0.06% 271
2024
Q4 		$2.04M Buy
21,063
+1,562
+8% +$159K 0.06% 241
2024
Q3 		$2.1M Sell
19,501
-579
-3% -$60.1K 0.07% 223
2024
Q2 		$2.05M Sell
20,080
-24,925
-55% -$2.55M 0.07% 226
2024
Q1 		$4.67M Buy
45,005
+1,287
+3% +$128K 0.08% 170
2023
Q4 		$4.16M Sell
43,718
-15,249
-26% -$1.37M 0.14% 165
2023
Q3 		$5.09M Sell
58,967
-5,890
-9% -$543K 0.19% 100
2023
Q2 		$6.19M Buy
64,857
+4,545
+8% +$432K 0.23% 91
2023
Q1 		$5.65M Buy
60,312
+31,173
+107% +$2.8M 0.22% 104
2022
Q4 		$2.44M Sell
29,139
-359
-1% -$29K 0.14% 137
2022
Q3 		$2.14M Sell
29,498
-15,488
-34% -$1.26M 0.13% 132
2022
Q2 		$3.62M Sell
44,986
-18,569
-29% -$1.61M 0.15% 142
2022
Q1 		$6.15M Sell
63,555
-10,490
-14% -$1.03M 0.16% 137
2021
Q4 		$8.17M Buy
74,045
+2,854
+4% +$313K 0.18% 134
2021
Q3 		$7.58M Buy
71,191
+17,082
+32% +$1.88M 0.2% 125
2021
Q2 		$5.81M Sell
54,109
-6,375
-11% -$677K 0.16% 155
2021
Q1 		$6.13M Buy
+60,484
New +$6.15M 0.16% 141

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

Spire Wealth Management's EFG Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.3% in Q2 2026, selling an estimated $29.5K and leaving 18,666 shares worth $2.32M. The position accounts for 0.07% of the portfolio, ranked #250.

Spire Wealth Management first reported a position in EFG in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.17M in Q4 2021. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Spire Wealth Management held 18,666 shares of iShares MSCI EAFE Growth ETF worth $2.32M as of Q2 2026.
  • Spire Wealth Management sold 245 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $29.5K.
  • iShares MSCI EAFE Growth ETF made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Spire Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $8.17M in Q4 2021.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.