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

Strategic Wealth Partners’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	$79.3K	Sell	637 -310	-33%	-$37.4K	﹤0.01%	437
2026 Q1	$105K	Sell	947 -23	-2%	-$2.71K	0.01%	385
2025 Q4	$111K	Sell	970 -823	-46%	-$94.4K	0.01%	390
2025 Q3	$204K	Buy	1,793 +564	+46%	+$62.9K	0.02%	332
2025 Q2	$138K	Buy	+1,229	New	+$130K	0.01%	359
2022 Q4	–	Sell	-12,681	Closed	-$920K	–	268
2022 Q3	$920K	Buy	+12,681	New	+$1.03M	0.2%	130
2019 Q3	–	Sell	-148	Closed	-$11K	–	740
2019 Q2	$11K	Buy	+148	New	+$11.7K	0.01%	476

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Strategic Wealth Partners's EFG Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 33% in Q2 2026, selling an estimated $37.4K and leaving 637 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Strategic Wealth Partners first reported a position in EFG in Q2 2019 and has held it in 7 quarters since. The position peaked at $920K in Q3 2022. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Strategic Wealth Partners held 637 shares of iShares MSCI EAFE Growth ETF worth $79.3K as of Q2 2026.
Strategic Wealth Partners sold 310 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $37.4K.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #437 holding.
Strategic Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2019 and has held it in 7 quarters since.
Strategic Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $920K in Q3 2022.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.