Wedbush Securities’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wedbush Securities’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	$1.58M	Sell	12,722 -1,179	-8%	-$142K	0.04%	351
2026 Q1	$1.55M	Buy	13,901 +2,831	+26%	+$333K	0.05%	329
2025 Q4	$1.26M	Buy	11,070 +1,173	+12%	+$134K	0.04%	375
2025 Q3	$1.13M	Sell	9,897 -1,154	-10%	-$129K	0.04%	396
2025 Q2	$1.24M	Buy	11,051 +1,188	+12%	+$125K	0.04%	353
2025 Q1	$986K	Buy	9,863 +1,727	+21%	+$176K	0.04%	392
2024 Q4	$788K	Buy	8,136 +1,628	+25%	+$165K	0.03%	448
2024 Q3	$701K	Buy	6,508 +739	+13%	+$76.7K	0.03%	483
2024 Q2	$590K	Buy	5,769 +1,199	+26%	+$123K	0.02%	569
2024 Q1	$474K	Sell	4,570 -396	-8%	-$39.4K	0.02%	661
2023 Q4	$481K	Sell	4,966 -56	-1%	-$5.02K	0.02%	564
2023 Q3	$433K	Sell	5,022 -444	-8%	-$40.9K	0.02%	576
2023 Q2	$522K	Sell	5,466 -215	-4%	-$20.5K	0.02%	527
2023 Q1	$532K	Sell	5,681 -846	-13%	-$76.1K	0.03%	503
2022 Q4	$547K	Sell	6,527 -328	-5%	-$26.5K	0.03%	489
2022 Q3	$497K	Buy	6,855 +1,898	+38%	+$155K	0.03%	516
2022 Q2	$399K	Buy	4,957 +212	+4%	+$18.4K	0.02%	618
2022 Q1	$457K	Sell	4,745 -3,159	-40%	-$311K	0.02%	623
2021 Q4	$872K	Sell	7,904 -774	-9%	-$84.8K	0.04%	417
2021 Q3	$924K	Buy	8,678 +650	+8%	+$71.6K	0.04%	382
2021 Q2	$861K	Sell	8,028 -56	-0.7%	-$5.95K	0.04%	405
2021 Q1	$812K	Sell	8,084 -207	-2%	-$21K	0.05%	396
2020 Q4	$837K	Buy	8,291 +963	+13%	+$91.1K	0.07%	289
2020 Q3	$659K	Sell	7,328 -32	-0.4%	-$2.84K	0.06%	335
2020 Q2	$612K	Buy	7,360 +802	+12%	+$62.6K	0.06%	355
2020 Q1	$466K	Buy	6,558 +427	+7%	+$34.6K	0.06%	379
2019 Q4	$530K	Sell	6,131 -8	-0.1%	-$668	0.05%	452
2019 Q3	$494K	Sell	6,139 -86	-1%	-$6.88K	0.05%	454
2019 Q2	$503K	Buy	6,225 +719	+13%	+$56.7K	0.05%	435
2019 Q1	$426K	Buy	5,506 +158	+3%	+$11.7K	0.05%	463
2018 Q4	$369K	Sell	5,348 -204	-4%	-$14.9K	0.05%	461
2018 Q3	$445K	Sell	5,552 -117	-2%	-$9.33K	0.05%	439
2018 Q2	$447K	Sell	5,669 -103	-2%	-$8.35K	0.06%	414
2018 Q1	$464K	Sell	5,772 -120	-2%	-$9.8K	0.06%	382
2017 Q4	$476K	Buy	5,892 +403	+7%	+$31.9K	0.06%	399
2017 Q3	$425K	Buy	5,489 +1,456	+36%	+$110K	0.06%	438
2017 Q2	$298K	Buy	4,033 +958	+31%	+$70K	0.04%	546
2017 Q1	$214K	Buy	+3,075	New	+$206K	0.03%	662

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

Wedbush Securities's EFG Position: Q2 2026 in Review

Wedbush Securities reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 8.5% in Q2 2026, selling an estimated $142K and leaving 12,722 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #351.

Wedbush Securities first reported a position in EFG in Q1 2017 and has held it in 38 quarters since. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Wedbush Securities held 12,722 shares of iShares MSCI EAFE Growth ETF worth $1.58M as of Q2 2026.
Wedbush Securities sold 1,179 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $142K.
iShares MSCI EAFE Growth ETF made up 0.04% of Wedbush Securities's portfolio in Q2 2026, its #351 holding.
Wedbush Securities first reported a position in iShares MSCI EAFE Growth ETF in Q1 2017 and has held it in 38 quarters since.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.