Walkner Condon Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Walkner Condon Financial Advisors’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	$375K	Buy	3,014 +710	+31%	+$85.6K	0.04%	230
2026 Q1	$257K	Sell	2,304 -91	-4%	-$10.7K	0.03%	273
2025 Q4	$273K	Hold	2,395	–	–	0.04%	252
2025 Q3	$273K	Hold	2,395	–	–	0.04%	242
2025 Q2	$268K	Sell	2,395 -15	-0.6%	-$1.58K	0.05%	231
2025 Q1	$241K	Buy	+2,410	New	+$246K	0.05%	234
2024 Q4	–	Sell	-1,859	Closed	-$200K	–	287
2024 Q3	$200K	Buy	+1,859	New	+$193K	0.04%	262

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

Walkner Condon Financial Advisors's EFG Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 31% in Q2 2026, buying an estimated $85.6K and bringing the position to 3,014 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #230.

Walkner Condon Financial Advisors first reported a position in EFG in Q3 2024 and has held it in 7 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Walkner Condon Financial Advisors held 3,014 shares of iShares MSCI EAFE Growth ETF worth $375K as of Q2 2026.
Walkner Condon Financial Advisors bought 710 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $85.6K.
iShares MSCI EAFE Growth ETF made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #230 holding.
Walkner Condon Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 7 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.