WealthPlan Investment Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

WealthPlan Investment Management’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	$1.8M	Sell	14,490 -1,318	-8%	-$159K	0.09%	172
2026 Q1	$1.76M	Sell	15,808 -1,038	-6%	-$122K	0.1%	167
2025 Q4	$1.92M	Sell	16,846 -1,458	-8%	-$167K	0.12%	146
2025 Q3	$2.08M	Sell	18,304 -19,836	-52%	-$2.21M	0.14%	126
2025 Q2	$4.27M	Buy	38,140 +32,888	+626%	+$3.47M	0.31%	92
2025 Q1	$525K	Sell	5,252 -399	-7%	-$40.7K	0.05%	165
2024 Q4	$547K	Buy	+5,651	New	+$574K	0.05%	163
2023 Q3	–	Sell	-478	Closed	-$45.6K	–	211
2023 Q2	$45.6K	Sell	478 -43	-8%	-$4.09K	0.01%	201
2023 Q1	$48.8K	Sell	521 -21,932	-98%	-$1.97M	0.01%	246
2022 Q4	$2.06M	Buy	22,453 +2,305	+11%	+$186K	0.14%	119
2022 Q3	$1.73M	Buy	+20,148	New	+$1.64M	0.13%	123
2022 Q1	$3.77M	Buy	+42,732	New	+$4.2M	0.26%	83

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

WealthPlan Investment Management's EFG Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 8.3% in Q2 2026, selling an estimated $159K and leaving 14,490 shares worth $1.8M. The position accounts for 0.09% of the portfolio, ranked #172.

WealthPlan Investment Management first reported a position in EFG in Q1 2022 and has held it in 12 quarters since. The position peaked at $4.27M in Q2 2025. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

WealthPlan Investment Management held 14,490 shares of iShares MSCI EAFE Growth ETF worth $1.8M as of Q2 2026.
WealthPlan Investment Management sold 1,318 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $159K.
iShares MSCI EAFE Growth ETF made up 0.09% of WealthPlan Investment Management's portfolio in Q2 2026, its #172 holding.
WealthPlan Investment Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2022 and has held it in 12 quarters since.
WealthPlan Investment Management's iShares MSCI EAFE Growth ETF position peaked at $4.27M in Q2 2025.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.