WJWM
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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 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 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. 640 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.
  • 640 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.