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

Watershed 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	$11.6M	Buy	93,224 +15,698	+20%	+$1.89M	3.27%	8
2026 Q1	$8.63M	Buy	77,526 +54,434	+236%	+$6.4M	2.69%	10
2025 Q4	$2.63M	Buy	23,092 +974	+4%	+$112K	0.79%	31
2025 Q3	$2.52M	Sell	22,118 -57,010	-72%	-$6.35M	0.8%	30
2025 Q2	$8.86M	Buy	79,128 +6,717	+9%	+$709K	3.23%	9
2025 Q1	$7.24M	Sell	72,411 -32,730	-31%	-$3.34M	2.9%	9
2024 Q4	$10.2M	Buy	105,141 +17,380	+20%	+$1.77M	3.97%	7
2024 Q3	$9.45M	Sell	87,761 -3,024	-3%	-$314K	3.77%	7
2024 Q2	$9.29M	Buy	90,785 +38,362	+73%	+$3.92M	3.95%	5
2024 Q1	$5.44M	Buy	52,423 +48,754	+1,329%	+$4.85M	2.41%	10
2023 Q4	$355K	Buy	+3,669	New	+$329K	0.2%	74

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

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

Watershed Private Wealth increased its iShares MSCI EAFE Growth ETF (EFG) stake by 20% in Q2 2026, buying an estimated $1.89M and bringing the position to 93,224 shares worth $11.6M. The position accounts for 3.27% of the portfolio, ranked #8.

Watershed Private Wealth first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. 1,053 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Watershed Private Wealth held 93,224 shares of iShares MSCI EAFE Growth ETF worth $11.6M as of Q2 2026.
Watershed Private Wealth bought 15,698 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.89M.
iShares MSCI EAFE Growth ETF made up 3.27% of Watershed Private Wealth's portfolio in Q2 2026, its #8 holding.
Watershed Private Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,053 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.