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Wells Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wells Financial Advisors’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
-295
Closed -$32.9K – 44
2026
Q1 		$32.9K Sell
295
-820
-74% -$96.4K 0.15% 43
2025
Q4 		$127K Sell
1,115
-395
-26% -$45.3K 0.24% 41
2025
Q3 		$172K Hold
1,510
– – 0.23% 45
2025
Q2 		$169K Buy
1,510
+915
+154% +$96.5K 0.23% 42
2025
Q1 		$59.5K Buy
595
+50
+9% +$5.1K 0.08% 56
2024
Q4 		$52.8K Buy
545
+303
+125% +$30.8K 0.07% 60
2024
Q3 		$26.1K Sell
242
-11,358
-98% -$1.18M 0.04% 65
2024
Q2 		$1.19M Buy
+11,600
New +$1.19M 0.78% 24

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
NAMI
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wells Financial Advisors's EFG Position: Q2 2026 in Review

Wells Financial Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 295 shares — an estimated $32.9K sold.

Wells Financial Advisors first reported a position in EFG in Q2 2024 and held it in 8 quarters. The position peaked at $1.19M in Q2 2024. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Wells Financial Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 295 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $32.9K.
  • Wells Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q2 2024 and held it in 8 quarters.
  • Wells Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.19M in Q2 2024.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.