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Wealth Enhancement Trust Services’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wealth Enhancement Trust Services’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 		$104K Buy
835
+30
+4% +$3.62K 0.01% 364
2026
Q1 		$89.7K Hold
805
– – 0.01% 359
2025
Q4 		$91.7K Buy
+805
New +$92.3K 0.01% 338

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealth Enhancement Trust Services's EFG Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.7% in Q2 2026, buying an estimated $3.62K and bringing the position to 835 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #364.

Wealth Enhancement Trust Services first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. 900 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Wealth Enhancement Trust Services held 835 shares of iShares MSCI EAFE Growth ETF worth $104K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 30 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.62K.
  • iShares MSCI EAFE Growth ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #364 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 900 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.