Wilmington Savings Fund Society’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wilmington Savings Fund Society’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	$1.25M	Hold	10,063	–	–	0.03%	287
2026 Q1	$1.12M	Sell	10,063 -360	-3%	-$42.3K	0.03%	306
2025 Q4	$1.19M	Buy	10,423 +324	+3%	+$37.1K	0.03%	285
2025 Q3	$1.15M	Sell	10,099 -2,648	-21%	-$295K	0.03%	288
2025 Q2	$1.43M	Buy	12,747 +985	+8%	+$104K	0.03%	360
2025 Q1	$1.18M	Sell	11,762 -14	-0.1%	-$1.43K	0.02%	390
2024 Q4	$1.14M	Buy	11,776 +29	+0.2%	+$2.95K	0.02%	406
2024 Q3	$1.26M	Buy	+11,747	New	+$1.22M	0.02%	380

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

Wilmington Savings Fund Society's EFG Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 10,063 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #287.

Wilmington Savings Fund Society first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2025. 1,063 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Wilmington Savings Fund Society held 10,063 shares of iShares MSCI EAFE Growth ETF worth $1.25M as of Q2 2026.
Wilmington Savings Fund Society left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #287 holding.
Wilmington Savings Fund Society first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's iShares MSCI EAFE Growth ETF position peaked at $1.43M in Q2 2025.
1,063 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.