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

Vima 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 		$6.97K Buy
+56
New +$6.75K 0.01% 295
2024
Q2 		– Sell
-56
Closed -$5.25K – 156
2024
Q1 		$5.25K Hold
56
– – 0.01% 290
2023
Q4 		$5.42K Buy
+56
New +$5.02K 0.01% 295

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Vima LLC's EFG Position: Q2 2026 in Review

Vima LLC opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 56 shares worth $6.97K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Vima LLC previously reported a position in EFG as recently as Q1 2024.

Vima LLC first reported a position in EFG in Q4 2023 and has held it in 3 quarters since. 557 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Vima LLC held 56 shares of iShares MSCI EAFE Growth ETF worth $6.97K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new Vima LLC position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Vima LLC's portfolio in Q2 2026, its #295 holding.
  • Vima LLC first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.