Winthrop Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Winthrop Advisory Group’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	$259K	Buy	+2,079	New	+$251K	0.02%	192

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Winthrop Advisory Group's EFG Position: Q2 2026 in Review

Winthrop Advisory Group opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 2,079 shares worth $259K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings.

1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Winthrop Advisory Group held 2,079 shares of iShares MSCI EAFE Growth ETF worth $259K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Winthrop Advisory Group position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #192 holding.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.