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SWP Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

SWP Financial’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 		$892K Buy
+7,173
New +$865K 0.41% 37
2025
Q3 		– Sell
-18,742
Closed -$2.1M – 75
2025
Q2 		$2.1M Sell
18,742
-258
-1% -$27.2K 1.15% 27
2025
Q1 		$1.9M Sell
19,000
-14,601
-43% -$1.49M 1.16% 24
2024
Q4 		$3.25M Buy
+33,601
New +$3.41M 1.96% 13

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

SWP Financial's EFG Position: Q2 2026 in Review

SWP Financial opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 7,173 shares worth $892K. The stake represents 0.41% of the portfolio and ranks #37 among its holdings. This is a return to the name: SWP Financial previously reported a position in EFG as recently as Q2 2025.

SWP Financial first reported a position in EFG in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.25M in Q4 2024. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • SWP Financial held 7,173 shares of iShares MSCI EAFE Growth ETF worth $892K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new SWP Financial position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.41% of SWP Financial's portfolio in Q2 2026, its #37 holding.
  • SWP Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • SWP Financial's iShares MSCI EAFE Growth ETF position peaked at $3.25M in Q4 2024.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.