WealthCollab’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

WealthCollab’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	$21.5K	Buy	173 +2	+1%	+$241	0.01%	399
2026 Q1	$19.1K	Hold	171	–	–	0.01%	385
2025 Q4	$19.5K	Buy	171 +2	+1%	+$229	0.01%	403
2025 Q3	$19.2K	Hold	169	–	–	0.01%	369
2025 Q2	$18.9K	Buy	169 +2	+1%	+$211	0.01%	345
2025 Q1	$16.7K	Hold	167	–	–	0.01%	360
2024 Q4	$16.2K	Buy	167 +1	+0.6%	+$102	0.01%	354
2024 Q3	$17.8K	Hold	166	–	–	0.01%	335
2024 Q2	$17K	Buy	166 +2	+1%	+$204	0.01%	320
2024 Q1	$17.1K	Hold	164	–	–	0.01%	329
2023 Q4	$15.9K	Buy	+164	New	+$14.7K	0.01%	313

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

WealthCollab's EFG Position: Q2 2026 in Review

WealthCollab increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.2% in Q2 2026, buying an estimated $241 and bringing the position to 173 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #399.

WealthCollab first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

WealthCollab held 173 shares of iShares MSCI EAFE Growth ETF worth $21.5K as of Q2 2026.
WealthCollab bought 2 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $241.
iShares MSCI EAFE Growth ETF made up 0.01% of WealthCollab's portfolio in Q2 2026, its #399 holding.
WealthCollab first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.