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

Westfuller 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	$3.5M	Buy	28,159 +24,867	+755%	+$3M	1.28%	20
2026 Q1	$367K	Hold	3,292	–	–	0.16%	93
2025 Q4	$375K	Hold	3,292	–	–	0.15%	100
2025 Q3	$375K	Hold	3,292	–	–	0.17%	104
2025 Q2	$369K	Hold	3,292	–	–	0.21%	82
2025 Q1	$329K	Hold	3,292	–	–	0.22%	72
2024 Q4	$319K	Hold	3,292	–	–	0.2%	73
2024 Q3	$354K	Buy	+3,292	New	+$342K	0.25%	64

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

Westfuller Advisors's EFG Position: Q2 2026 in Review

Westfuller Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 755% in Q2 2026, buying an estimated $3M and bringing the position to 28,159 shares worth $3.5M. The position accounts for 1.28% of the portfolio, ranked #20.

Westfuller Advisors first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Westfuller Advisors held 28,159 shares of iShares MSCI EAFE Growth ETF worth $3.5M as of Q2 2026.
Westfuller Advisors bought 24,867 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3M.
iShares MSCI EAFE Growth ETF made up 1.28% of Westfuller Advisors's portfolio in Q2 2026, its #20 holding.
Westfuller Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.