WealthShield Partners
EFG icon

WealthShield Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

WealthShield Partners’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 		$7.6M Sell
183,282
-723
-0.4% -$29.1K 1.16% 22
2026
Q1 		$6.83M Buy
184,005
+152,364
+482% +$5.97M 0.76% 30
2025
Q4 		$1.2M Sell
31,641
-34,500
-52% -$1.32M 0.13% 161
2025
Q3 		$2.51M Sell
66,141
-100,395
-60% -$3.73M 0.28% 96
2025
Q2 		$6.22M Sell
166,536
-10,497
-6% -$369K 0.75% 34
2025
Q1 		$5.9M Sell
177,033
-106,587
-38% -$3.62M 0.76% 36
2024
Q4 		$9.15M Buy
283,620
+25,809
+10% +$874K 1.3% 16
2024
Q3 		$9.25M Sell
257,811
-11,904
-4% -$412K 1.25% 17
2024
Q2 		$9.2M Buy
269,715
+92,316
+52% +$3.15M 1.4% 16
2024
Q1 		$6.14M Buy
177,399
+9,606
+6% +$319K 0.99% 23
2023
Q4 		$5.42M Sell
167,793
-107,313
-39% -$3.21M 0.89% 24
2023
Q3 		$7.91M Sell
275,106
-38,241
-12% -$1.18M 1.19% 16
2023
Q2 		$10M Buy
313,347
+18,006
+6% +$571K 1.5% 14
2023
Q1 		$9.22M Buy
295,341
+89,595
+44% +$2.69M 1.49% 13
2022
Q4 		$5.74M Sell
205,746
-11,307
-5% -$305K 1.1% 21
2022
Q3 		$5.25M Buy
217,053
+61,485
+40% +$1.67M 1.04% 23
2022
Q2 		$4.17M Buy
155,568
+5,274
+4% +$153K 0.83% 28
2022
Q1 		$4.82M Sell
150,294
-71,322
-32% -$2.34M 0.77% 29
2021
Q4 		$8.15M Buy
221,616
+28,377
+15% +$1.04M 1.36% 16
2021
Q3 		$6.86M Sell
193,239
-95,346
-33% -$3.5M 1.84% 12
2021
Q2 		$10.3M Buy
288,585
+12,684
+5% +$449K 1.62% 16
2021
Q1 		$9.24M Buy
275,901
+23,931
+9% +$811K 1.66% 13
2020
Q4 		$8.48M Buy
251,970
+83,748
+50% +$2.64M 1.56% 13
2020
Q3 		$5.04M Buy
168,222
+22,776
+16% +$673K 1.77% 11
2020
Q2 		$4.03M Buy
145,446
+145,413
+440,645% +$3.79M 1.85% 12
2020
Q1 		$1K Hold
33
– – ﹤0.01% 259
2019
Q4 		$1K Buy
+33
New +$918 ﹤0.01% 272

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WealthShield Partners's EFG Position: Q2 2026 in Review

WealthShield Partners reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.39% in Q2 2026, selling an estimated $29.1K and leaving 183,282 shares worth $7.6M. The position accounts for 1.16% of the portfolio, ranked #22.

WealthShield Partners first reported a position in EFG in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.3M in Q2 2021. 1,067 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • WealthShield Partners held 183,282 shares of iShares MSCI EAFE Growth ETF worth $7.6M as of Q2 2026.
  • WealthShield Partners sold 723 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $29.1K.
  • iShares MSCI EAFE Growth ETF made up 1.16% of WealthShield Partners's portfolio in Q2 2026, its #22 holding.
  • WealthShield Partners first reported a position in iShares MSCI EAFE Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • WealthShield Partners's iShares MSCI EAFE Growth ETF position peaked at $10.3M in Q2 2021.
  • 1,067 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.