Taylor & Morgan Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Taylor & Morgan 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	$1.02M	Sell	8,209 -730	-8%	-$88K	0.5%	30
2026 Q1	$996K	Buy	8,939 +1,500	+20%	+$176K	0.57%	31
2025 Q4	$847K	Buy	7,439 +117	+2%	+$13.4K	0.48%	32
2025 Q3	$834K	Hold	7,322	–	–	0.51%	30
2025 Q2	$820K	Buy	7,322 +72	+1%	+$7.59K	0.55%	27
2025 Q1	$725K	Buy	7,250 +5,000	+222%	+$510K	0.55%	31
2024 Q4	$218K	Buy	2,250 +16	+0.7%	+$1.63K	0.15%	64
2024 Q3	$241K	Hold	2,234	–	–	0.16%	62
2024 Q2	$229K	Buy	2,234 +19	+0.9%	+$1.94K	0.16%	55
2024 Q1	$230K	Hold	2,215	–	–	0.17%	57
2023 Q4	$215K	Buy	+2,215	New	+$198K	0.17%	61
2023 Q3	–	Sell	-2,200	Closed	-$210K	–	60
2023 Q2	$210K	Buy	+2,200	New	+$209K	0.17%	57

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 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

Taylor & Morgan Wealth Management's EFG Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 8.2% in Q2 2026, selling an estimated $88K and leaving 8,209 shares worth $1.02M. The position accounts for 0.5% of the portfolio, ranked #30.

Taylor & Morgan Wealth Management first reported a position in EFG in Q2 2023 and has held it in 12 quarters since. 503 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Taylor & Morgan Wealth Management held 8,209 shares of iShares MSCI EAFE Growth ETF worth $1.02M as of Q2 2026.
Taylor & Morgan Wealth Management sold 730 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $88K.
iShares MSCI EAFE Growth ETF made up 0.5% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #30 holding.
Taylor & Morgan Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 12 quarters since.
503 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.