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Vise Technologies’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Vise Technologies’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 		$20.9M Buy
168,077
+140,595
+512% +$17M 0.24% 77
2026
Q1 		$3.13M Hold
27,482
– – 0.06% 252
2025
Q4 		$3.13M Buy
27,482
+10,422
+61% +$1.19M 0.06% 253
2025
Q3 		$1.94M Buy
17,060
+3,084
+22% +$344K 0.07% 262
2025
Q2 		$1.57M Buy
+13,976
New +$1.47M 0.06% 319

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Vise Technologies's EFG Position: Q2 2026 in Review

Vise Technologies increased its iShares MSCI EAFE Growth ETF (EFG) stake by 512% in Q2 2026, buying an estimated $17M and bringing the position to 168,077 shares worth $20.9M. The position accounts for 0.24% of the portfolio, ranked #77.

Vise Technologies first reported a position in EFG in Q2 2025 and has held it in 5 quarters since. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Vise Technologies held 168,077 shares of iShares MSCI EAFE Growth ETF worth $20.9M as of Q2 2026.
  • Vise Technologies bought 140,595 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $17M.
  • iShares MSCI EAFE Growth ETF made up 0.24% of Vise Technologies's portfolio in Q2 2026, its #77 holding.
  • Vise Technologies first reported a position in iShares MSCI EAFE Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.