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

Williams Jones 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 		$288K Buy
2,317
+24
+1% +$2.89K ﹤0.01% 453
2026
Q1 		$255K Buy
+2,293
New +$270K ﹤0.01% 441

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

Williams Jones Wealth Management's EFG Position: Q2 2026 in Review

Williams Jones Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1% in Q2 2026, buying an estimated $2.89K and bringing the position to 2,317 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Williams Jones Wealth Management first reported a position in EFG in Q1 2026 and has held it in 2 quarters since. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Williams Jones Wealth Management held 2,317 shares of iShares MSCI EAFE Growth ETF worth $288K as of Q2 2026.
  • Williams Jones Wealth Management bought 24 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.89K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #453 holding.
  • Williams Jones Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.