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SWMG LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

SWMG LLC’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 		$12.1M Buy
99,544
+15,260
+18% +$1.84M 2.85% 8
2026
Q1 		$9.39M Buy
+84,284
New +$9.91M 2.68% 9
2025
Q4 		– Sell
-13,689
Closed -$1.6M – 121
2025
Q3 		$1.6M Sell
13,689
-39,611
-74% -$4.41M 0.48% 30
2025
Q2 		$5.88M Buy
53,300
+10,235
+24% +$1.08M 1.98% 15
2025
Q1 		$4.45M Sell
43,065
-46,756
-52% -$4.77M 1.77% 15
2024
Q4 		$9.08M Buy
89,821
+7,724
+9% +$785K 3.62% 7
2024
Q3 		$8.13M Buy
82,097
+5,640
+7% +$585K 3.36% 7
2024
Q2 		$7.82M Buy
76,457
+29,386
+62% +$3M 3.48% 7
2024
Q1 		$4.89M Buy
47,071
+1,148
+2% +$114K 2.2% 11
2023
Q4 		$4.45M Sell
45,923
-28,319
-38% -$2.54M 2.12% 11
2023
Q3 		$6.41M Sell
74,242
-16,017
-18% -$1.48M 3.36% 6
2023
Q2 		$8.61M Buy
90,259
+2,441
+3% +$232K 4.5% 4
2023
Q1 		$8.23M Buy
87,818
+25,767
+42% +$2.32M 4.59% 4
2022
Q4 		$5.2M Sell
62,051
-6,860
-10% -$555K 3.14% 8
2022
Q3 		$5M Buy
+68,911
New +$5.62M 3.26% 8
2022
Q1 		$5.99M Sell
62,211
-36,087
-37% -$3.55M 3.27% 6
2021
Q4 		$10.8M Buy
98,298
+7,074
+8% +$775K 5.76% 6
2021
Q3 		$9.71M Buy
91,224
+21,131
+30% +$2.33M 5.64% 6
2021
Q2 		$7.52M Buy
70,093
+6,429
+10% +$683K 4.43% 6
2021
Q1 		$6.4M Sell
63,664
-8,015
-11% -$815K 4.38% 6
2020
Q4 		$7.25M Buy
+71,679
New +$6.78M 5.31% 6

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

SWMG LLC's EFG Position: Q2 2026 in Review

SWMG LLC increased its iShares MSCI EAFE Growth ETF (EFG) stake by 18% in Q2 2026, buying an estimated $1.84M and bringing the position to 99,544 shares worth $12.1M. The position accounts for 2.85% of the portfolio, ranked #8.

SWMG LLC first reported a position in EFG in Q4 2020 and has held it in 21 quarters since. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • SWMG LLC held 99,544 shares of iShares MSCI EAFE Growth ETF worth $12.1M as of Q2 2026.
  • SWMG LLC bought 15,260 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.84M.
  • iShares MSCI EAFE Growth ETF made up 2.85% of SWMG LLC's portfolio in Q2 2026, its #8 holding.
  • SWMG LLC first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.