Watchman Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Watchman Group’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	$247K	Sell	1,983 -64	-3%	-$7.72K	0.06%	69
2026 Q1	$228K	Sell	2,047 -9,058	-82%	-$1.07M	0.06%	71
2025 Q4	$1.27M	Sell	11,105 -665	-6%	-$76.2K	0.3%	49
2025 Q3	$1.34M	Buy	11,770 +845	+8%	+$94.2K	0.32%	49
2025 Q2	$1.22M	Buy	10,925 +1,922	+21%	+$203K	0.32%	47
2025 Q1	$900K	Buy	9,003 +519	+6%	+$52.9K	0.25%	51
2024 Q4	$822K	Buy	8,484 +525	+7%	+$53.4K	0.22%	52
2024 Q3	$857K	Buy	7,959 +327	+4%	+$33.9K	0.22%	51
2024 Q2	$781K	Buy	7,632 +41	+0.5%	+$4.19K	0.25%	54
2024 Q1	$788K	Buy	7,591 +257	+4%	+$25.6K	0.24%	54
2023 Q4	$710K	Buy	7,334 +1,137	+18%	+$102K	0.23%	54
2023 Q3	$535K	Buy	+6,197	New	+$571K	0.23%	55

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

Watchman Group's EFG Position: Q2 2026 in Review

Watchman Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.1% in Q2 2026, selling an estimated $7.72K and leaving 1,983 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #69.

Watchman Group first reported a position in EFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q3 2025. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Watchman Group held 1,983 shares of iShares MSCI EAFE Growth ETF worth $247K as of Q2 2026.
Watchman Group sold 64 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $7.72K.
iShares MSCI EAFE Growth ETF made up 0.06% of Watchman Group's portfolio in Q2 2026, its #69 holding.
Watchman Group first reported a position in iShares MSCI EAFE Growth ETF in Q3 2023 and has held it in 12 quarters since.
Watchman Group's iShares MSCI EAFE Growth ETF position peaked at $1.34M in Q3 2025.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Watchman Group's 13F filing for Q2 2026, filed 27 Jul 2026.