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Wilian Securities’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wilian Securities’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 		$231K Buy
+1,857
New +$224K 0.14% 86
2026
Q1 		– Sell
-2,066
Closed -$235K – 67
2025
Q4 		$235K Buy
+2,066
New +$237K 0.25% 91

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

Wilian Securities's EFG Position: Q2 2026 in Review

Wilian Securities opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,857 shares worth $231K. The stake represents 0.14% of the portfolio and ranks #86 among its holdings. This is a return to the name: Wilian Securities previously reported a position in EFG as recently as Q4 2025.

Wilian Securities first reported a position in EFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $235K in Q4 2025. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Wilian Securities held 1,857 shares of iShares MSCI EAFE Growth ETF worth $231K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new Wilian Securities position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.14% of Wilian Securities's portfolio in Q2 2026, its #86 holding.
  • Wilian Securities first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Wilian Securities's iShares MSCI EAFE Growth ETF position peaked at $235K in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Wilian Securities's 13F filing for Q2 2026, filed 13 Jul 2026.