WFA of San Diego’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

WFA of San Diego’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	-157	Closed	-$17.5K	–	173
2026 Q1	$17.5K	Hold	157	–	–	0.01%	261
2025 Q4	$17.9K	Hold	157	–	–	0.01%	272
2025 Q3	$17.9K	Hold	157	–	–	0.01%	284
2025 Q2	$17.6K	Buy	+157	New	+$16.6K	0.01%	281
2024 Q3	$16.9K	Hold	157	–	–	0.01%	252
2024 Q2	$16.1K	Buy	+157	New	+$16K	0.01%	258
2023 Q3	$9.49K	Hold	110	–	–	0.01%	280
2023 Q2	$10.5K	Buy	+110	New	+$10.5K	0.01%	276
2023 Q1	–	Sell	-110	Closed	-$9.21K	–	161
2022 Q4	$9.21K	Buy	+110	New	+$8.89K	0.01%	361
2022 Q3	–	Sell	-110	Closed	-$9K	–	168
2022 Q2	$9K	Buy	+110	New	+$9.55K	0.01%	278

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

WFA of San Diego's EFG Position: Q2 2026 in Review

WFA of San Diego sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 157 shares — an estimated $17.5K sold.

WFA of San Diego first reported a position in EFG in Q2 2022 and held it in 10 quarters. The position peaked at $17.9K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

WFA of San Diego reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 157 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $17.5K.
WFA of San Diego first reported a position in iShares MSCI EAFE Growth ETF in Q2 2022 and held it in 10 quarters.
WFA of San Diego's iShares MSCI EAFE Growth ETF position peaked at $17.9K in Q4 2025.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.