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

Waldron Private 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	$428K	Hold	3,439	–	–	0.01%	246
2026 Q1	$383K	Buy	3,439 +205	+6%	+$24.1K	0.01%	239
2025 Q4	$368K	Hold	3,234	–	–	0.01%	241
2025 Q3	$368K	Hold	3,234	–	–	0.01%	234
2025 Q2	$362K	Sell	3,234 -11	-0.3%	-$1.16K	0.02%	225
2025 Q1	$325K	Buy	3,245 +316	+11%	+$32.2K	0.02%	236
2024 Q4	$284K	Buy	2,929 +574	+24%	+$58.3K	0.01%	343
2024 Q3	$254K	Hold	2,355	–	–	0.01%	357
2024 Q2	$241K	Hold	2,355	–	–	0.01%	357
2024 Q1	$244K	Hold	2,355	–	–	0.01%	353
2023 Q4	$228K	Hold	2,355	–	–	0.01%	361
2023 Q3	$203K	Hold	2,355	–	–	0.01%	358
2023 Q2	$225K	Hold	2,355	–	–	0.01%	338
2023 Q1	$221K	Buy	+2,355	New	+$212K	0.01%	378

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

Waldron Private Wealth's EFG Position: Q2 2026 in Review

Waldron Private Wealth held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 3,439 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #246.

Waldron Private Wealth first reported a position in EFG in Q1 2023 and has held it in 14 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Waldron Private Wealth held 3,439 shares of iShares MSCI EAFE Growth ETF worth $428K as of Q2 2026.
Waldron Private Wealth left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #246 holding.
Waldron Private Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.