Wellington Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wellington Group’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	–	Sell	-332	Closed	-$37K	–	215
2026 Q1	$37K	Buy	+332	New	+$39K	0.01%	295

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

Wellington Group's EFG Position: Q2 2026 in Review

Wellington Group sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 332 shares — an estimated $37K sold.

Wellington Group first reported a position in EFG in Q1 2026 and held it in 1 quarter. The position peaked at $37K in Q1 2026. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Wellington Group reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 332 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $37K.
Wellington Group first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and held it in 1 quarter.
Wellington Group's iShares MSCI EAFE Growth ETF position peaked at $37K in Q1 2026.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.