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

West Wealth 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 		$10.7M Buy
86,072
+59,975
+230% +$7.23M 1.75% 15
2026
Q1 		$2.91M Sell
26,097
-25,612
-50% -$3.01M 0.57% 26
2025
Q4 		$5.89M Buy
51,709
+3,580
+7% +$410K 1.22% 19
2025
Q3 		$5.54M Sell
48,129
-91,272
-65% -$10.2M 1.25% 18
2025
Q2 		$15.2M Buy
139,401
+6,534
+5% +$689K 3.77% 9
2025
Q1 		$13.3M Sell
132,867
-62,377
-32% -$6.36M 3.93% 8
2024
Q4 		$18.9M Buy
195,244
+24,245
+14% +$2.46M 5.64% 6
2024
Q3 		$18.4M Buy
170,999
+6,887
+4% +$715K 5.97% 6
2024
Q2 		$16.8M Buy
164,112
+46,939
+40% +$4.8M 5.94% 5
2024
Q1 		$12.2M Buy
117,173
+6,202
+6% +$617K 4.51% 8
2023
Q4 		$10.7M Sell
110,971
-70,751
-39% -$6.34M 4.24% 5
2023
Q3 		$15.7M Sell
181,722
-24,877
-12% -$2.29M 6.84% 4
2023
Q2 		$19.7M Buy
206,599
+6,812
+3% +$648K 8.34% 3
2023
Q1 		$18.7M Buy
199,787
+49,665
+33% +$4.47M 8.66% 3
2022
Q4 		$12.6M Sell
150,122
-16,754
-10% -$1.35M 6.25% 4
2022
Q3 		$12.1M Buy
166,876
+49,064
+42% +$4M 6.14% 4
2022
Q2 		$9.48M Buy
117,812
+2,226
+2% +$193K 4.39% 5
2022
Q1 		$11.1M Sell
115,586
-62,378
-35% -$6.13M 4.42% 6
2021
Q4 		$19.6M Buy
+177,964
New +$19.5M 7.38% 4

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

West Wealth Group's EFG Position: Q2 2026 in Review

West Wealth Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 230% in Q2 2026, buying an estimated $7.23M and bringing the position to 86,072 shares worth $10.7M. The position accounts for 1.75% of the portfolio, ranked #15.

West Wealth Group first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.7M in Q2 2023. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • West Wealth Group held 86,072 shares of iShares MSCI EAFE Growth ETF worth $10.7M as of Q2 2026.
  • West Wealth Group bought 59,975 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $7.23M.
  • iShares MSCI EAFE Growth ETF made up 1.75% of West Wealth Group's portfolio in Q2 2026, its #15 holding.
  • West Wealth Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • West Wealth Group's iShares MSCI EAFE Growth ETF position peaked at $19.7M in Q2 2023.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.