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Stephens Inc’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Stephens Inc’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 		$664K Buy
5,335
+305
+6% +$36.8K 0.01% 796
2026
Q1 		$560K Hold
5,030
– – 0.01% 819
2025
Q4 		$573K Sell
5,030
-40
-0.8% -$4.59K 0.01% 798
2025
Q3 		$577K Buy
5,070
+1,073
+27% +$120K 0.01% 804
2025
Q2 		$448K Buy
3,997
+1,106
+38% +$117K 0.01% 875
2025
Q1 		$289K Sell
2,891
-173
-6% -$17.6K ﹤0.01% 1003
2024
Q4 		$297K Hold
3,064
– – ﹤0.01% 1020
2024
Q3 		$330K Sell
3,064
-57
-2% -$5.91K ﹤0.01% 988
2024
Q2 		$319K Sell
3,121
-558
-15% -$57K ﹤0.01% 983
2024
Q1 		$382K Buy
3,679
+551
+18% +$54.9K 0.01% 922
2023
Q4 		$303K Buy
3,128
+264
+9% +$23.7K 0.01% 938
2023
Q3 		$247K Sell
2,864
-873
-23% -$80.5K ﹤0.01% 962
2023
Q2 		$357K Sell
3,737
-40
-1% -$3.81K 0.01% 861
2023
Q1 		$354K Sell
3,777
-260
-6% -$23.4K 0.01% 820
2022
Q4 		$338K Buy
4,037
+94
+2% +$7.6K 0.01% 826
2022
Q3 		$286K Sell
3,943
-99
-2% -$8.07K 0.01% 907
2022
Q2 		$325K Sell
4,042
-1,125
-22% -$97.7K 0.01% 885
2022
Q1 		$497K Buy
5,167
+1,135
+28% +$112K 0.01% 806
2021
Q4 		$445K Hold
4,032
– – 0.01% 890
2021
Q3 		$429K Hold
4,032
– – 0.01% 928
2021
Q2 		$433K Hold
4,032
– – 0.01% 928
2021
Q1 		$405K Hold
4,032
– – 0.01% 907
2020
Q4 		$407K Buy
+4,032
New +$381K 0.01% 831

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

Stephens Inc's EFG Position: Q2 2026 in Review

Stephens Inc increased its iShares MSCI EAFE Growth ETF (EFG) stake by 6.1% in Q2 2026, buying an estimated $36.8K and bringing the position to 5,335 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #796.

Stephens Inc first reported a position in EFG in Q4 2020 and has held it in 23 quarters since. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Stephens Inc held 5,335 shares of iShares MSCI EAFE Growth ETF worth $664K as of Q2 2026.
  • Stephens Inc bought 305 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $36.8K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #796 holding.
  • Stephens Inc first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.