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Western Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Western Wealth Management’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 		$1.07M Sell
8,610
-59
-0.7% -$7.12K 0.04% 458
2026
Q1 		$965K Buy
8,669
+5,164
+147% +$607K 0.04% 455
2025
Q4 		$399K Sell
3,505
-265
-7% -$30.4K 0.02% 578
2025
Q3 		$429K Sell
3,770
-1,173
-24% -$131K 0.02% 481
2025
Q2 		$554K Buy
4,943
+56
+1% +$5.91K 0.03% 388
2025
Q1 		$489K Sell
4,887
-6,724
-58% -$685K 0.03% 397
2024
Q4 		$1.12M Buy
11,611
+1,261
+12% +$128K 0.06% 288
2024
Q3 		$1.11M Buy
10,350
+7,221
+231% +$749K 0.06% 292
2024
Q2 		$320K Sell
3,129
-282
-8% -$28.8K 0.02% 476
2024
Q1 		$354K Sell
3,411
-4,714
-58% -$469K 0.03% 459
2023
Q4 		$787K Buy
8,125
+1,049
+15% +$94K 0.06% 317
2023
Q3 		$611K Sell
7,076
-295
-4% -$27.2K 0.05% 338
2023
Q2 		$703K Buy
7,371
+396
+6% +$37.7K 0.06% 308
2023
Q1 		$653K Buy
6,975
+2,250
+48% +$202K 0.06% 311
2022
Q4 		$396K Sell
4,725
-7,728
-62% -$625K 0.04% 394
2022
Q3 		$903K Buy
12,453
+2,439
+24% +$199K 0.05% 328
2022
Q2 		$807K Sell
10,014
-3,777
-27% -$328K 0.05% 352
2022
Q1 		$1.33M Buy
13,791
+398
+3% +$39.1K 0.06% 282
2021
Q4 		$1.48M Buy
+13,393
New +$1.47M 0.15% 147
2021
Q2 		$953K Sell
8,879
-957
-10% -$102K 0.1% 215
2021
Q1 		$988K Sell
9,836
-1,302
-12% -$132K 0.13% 162
2020
Q4 		$1.12M Sell
11,138
-7,018
-39% -$664K 0.17% 143
2020
Q3 		$1.63M Buy
18,156
+3,663
+25% +$325K 0.27% 95
2020
Q2 		$1.21M Buy
+14,493
New +$1.13M 0.22% 113

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

Western Wealth Management's EFG Position: Q2 2026 in Review

Western Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.68% in Q2 2026, selling an estimated $7.12K and leaving 8,610 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #458.

Western Wealth Management first reported a position in EFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.63M in Q3 2020. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Western Wealth Management held 8,610 shares of iShares MSCI EAFE Growth ETF worth $1.07M as of Q2 2026.
  • Western Wealth Management sold 59 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $7.12K.
  • iShares MSCI EAFE Growth ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #458 holding.
  • Western Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Western Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $1.63M in Q3 2020.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.