Unified Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Unified Investment 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	$470K	Buy	3,779 +1	+0%	+$121	0.43%	81
2026 Q1	$421K	Sell	3,778 -90	-2%	-$10.6K	0.43%	87
2025 Q4	$441K	Hold	3,868	–	–	0.44%	80
2025 Q3	$440K	Sell	3,868 -253	-6%	-$28.2K	0.44%	82
2025 Q2	$462K	Buy	4,121 +1	+0%	+$105	0.49%	74
2025 Q1	$412K	Sell	4,120 -158	-4%	-$16.1K	0.49%	76
2024 Q4	$414K	Buy	+4,278	New	+$435K	0.47%	78

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

Unified Investment Management's EFG Position: Q2 2026 in Review

Unified Investment Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.03% in Q2 2026, buying an estimated $121 and bringing the position to 3,779 shares worth $470K. The position accounts for 0.43% of the portfolio, ranked #81.

Unified Investment Management first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Unified Investment Management held 3,779 shares of iShares MSCI EAFE Growth ETF worth $470K as of Q2 2026.
Unified Investment Management bought 1 iShares MSCI EAFE Growth ETF share in Q2 2026, an estimated $121.
iShares MSCI EAFE Growth ETF made up 0.43% of Unified Investment Management's portfolio in Q2 2026, its #81 holding.
Unified Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.