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Vision Retirement’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Vision Retirement’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 		$706K Buy
5,671
+1,457
+35% +$176K 0.17% 82
2026
Q1 		$469K Sell
4,214
-2,404
-36% -$283K 0.13% 83
2025
Q4 		$754K Buy
+6,618
New +$759K 0.2% 71

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

Vision Retirement's EFG Position: Q2 2026 in Review

Vision Retirement increased its iShares MSCI EAFE Growth ETF (EFG) stake by 35% in Q2 2026, buying an estimated $176K and bringing the position to 5,671 shares worth $706K. The position accounts for 0.17% of the portfolio, ranked #82.

Vision Retirement first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $754K in Q4 2025. 1,027 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Vision Retirement held 5,671 shares of iShares MSCI EAFE Growth ETF worth $706K as of Q2 2026.
  • Vision Retirement bought 1,457 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $176K.
  • iShares MSCI EAFE Growth ETF made up 0.17% of Vision Retirement's portfolio in Q2 2026, its #82 holding.
  • Vision Retirement first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares MSCI EAFE Growth ETF position peaked at $754K in Q4 2025.
  • 1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.