WCG Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

WCG Wealth 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	$6.07M	Buy	+48,789	New	+$5.88M	0.14%	145
2025 Q4	–	Sell	-38,322	Closed	-$4.36M	–	505
2025 Q3	$4.36M	Sell	38,322 -696	-2%	-$77.6K	0.27%	92
2025 Q2	$4.37M	Buy	39,018 +889	+2%	+$93.8K	0.28%	94
2025 Q1	$3.81M	Sell	38,129 -36,785	-49%	-$3.75M	0.29%	95
2024 Q4	$7.25M	Buy	74,914 +2,320	+3%	+$236K	0.48%	70
2024 Q3	$7.82M	Buy	72,594 +262	+0.4%	+$27.2K	0.53%	58
2024 Q2	$7.4M	Buy	72,332 +34,491	+91%	+$3.53M	0.55%	57
2024 Q1	$3.93M	Buy	37,841 +18,812	+99%	+$1.87M	0.33%	73
2023 Q4	$1.84M	Sell	19,029 -8,847	-32%	-$793K	0.14%	146
2023 Q3	$2.41M	Buy	27,876 +2,172	+8%	+$200K	0.18%	123
2023 Q2	$2.45M	Buy	+25,704	New	+$2.45M	0.29%	71

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

WCG Wealth Advisors's EFG Position: Q2 2026 in Review

WCG Wealth Advisors opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 48,789 shares worth $6.07M. The stake represents 0.14% of the portfolio and ranks #145 among its holdings. This is a return to the name: WCG Wealth Advisors previously reported a position in EFG as recently as Q3 2025.

WCG Wealth Advisors first reported a position in EFG in Q2 2023 and has held it in 11 quarters since. The position peaked at $7.82M in Q3 2024. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

WCG Wealth Advisors held 48,789 shares of iShares MSCI EAFE Growth ETF worth $6.07M as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new WCG Wealth Advisors position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.14% of WCG Wealth Advisors's portfolio in Q2 2026, its #145 holding.
WCG Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 11 quarters since.
WCG Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $7.82M in Q3 2024.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.