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

Vance Wealth’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 		$2.41M Sell
19,362
-1,250
-6% -$151K 0.54% 42
2026
Q1 		$2.3M Sell
20,612
-565
-3% -$66.4K 0.66% 36
2025
Q4 		$2.41M Sell
21,177
-225
-1% -$25.8K 0.72% 35
2025
Q3 		$2.44M Sell
21,402
-1,034
-5% -$115K 0.75% 33
2025
Q2 		$2.51M Sell
22,436
-1,408
-6% -$149K 0.85% 28
2025
Q1 		$2.38M Sell
23,844
-1,535
-6% -$156K 0.9% 26
2024
Q4 		$2.46M Sell
25,379
-1,047
-4% -$106K 0.95% 26
2024
Q3 		$2.84M Sell
26,426
-1,665
-6% -$173K 1.08% 20
2024
Q2 		$2.87M Sell
28,091
-5,458
-16% -$558K 1.18% 20
2024
Q1 		$3.48M Buy
33,549
+524
+2% +$52.2K 1.39% 18
2023
Q4 		$3.2M Buy
33,025
+502
+2% +$45K 1.39% 18
2023
Q3 		$2.81M Buy
32,523
+693
+2% +$63.9K 1.31% 20
2023
Q2 		$3.04M Buy
31,830
+2,114
+7% +$201K 1.38% 21
2023
Q1 		$2.78M Buy
29,716
+3,258
+12% +$293K 1.5% 16
2022
Q4 		$2.22M Sell
26,458
-3,350
-11% -$271K 1.38% 21
2022
Q3 		$2.16M Buy
29,808
+6,829
+30% +$557K 1.66% 15
2022
Q2 		$1.85M Buy
22,979
+3,286
+17% +$285K 1.43% 14
2022
Q1 		$1.9M Buy
19,693
+14,872
+308% +$1.46M 2.4% 10
2021
Q4 		$532K Buy
+4,821
New +$528K 0.52% 22

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

Vance Wealth's EFG Position: Q2 2026 in Review

Vance Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 6.1% in Q2 2026, selling an estimated $151K and leaving 19,362 shares worth $2.41M. The position accounts for 0.54% of the portfolio, ranked #42.

Vance Wealth first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.48M in Q1 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Vance Wealth held 19,362 shares of iShares MSCI EAFE Growth ETF worth $2.41M as of Q2 2026.
  • Vance Wealth sold 1,250 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $151K.
  • iShares MSCI EAFE Growth ETF made up 0.54% of Vance Wealth's portfolio in Q2 2026, its #42 holding.
  • Vance Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Vance Wealth's iShares MSCI EAFE Growth ETF position peaked at $3.48M in Q1 2024.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.