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Wolff Financial Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Wolff Financial 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 		$454K Sell
3,652
-34
-0.9% -$4.1K 0.09% 75
2026
Q1 		$411K Sell
3,686
-63
-2% -$7.41K 0.09% 76
2025
Q4 		$427K Buy
3,749
+14
+0.4% +$1.6K 0.1% 74
2025
Q3 		$425K Sell
3,735
-81
-2% -$9.03K 0.1% 75
2025
Q2 		$427K Buy
3,816
+19
+0.5% +$2K 0.11% 74
2025
Q1 		$380K Sell
3,797
-68
-2% -$6.93K 0.11% 73
2024
Q4 		$374K Sell
3,865
-320
-8% -$32.5K 0.1% 73
2024
Q3 		$451K Buy
+4,185
New +$434K 0.12% 73
2024
Q2 		– Sell
-4,168
Closed -$433K – 51
2024
Q1 		$433K Hold
4,168
– – 0.13% 75
2023
Q4 		$404K Sell
4,168
-2,330
-36% -$209K 0.12% 76
2023
Q3 		$561K Buy
+6,498
New +$599K 0.19% 60
2023
Q2 		– Sell
-7,314
Closed -$685K – 51
2023
Q1 		$685K Sell
7,314
-672
-8% -$60.4K 0.24% 54
2022
Q4 		$669K Sell
7,986
-8,176
-51% -$661K 0.25% 54
2022
Q3 		$1.17M Buy
16,162
+14
+0.1% +$1.14K 0.54% 36
2022
Q2 		$1.3M Buy
16,148
+10
+0.1% +$868 0.58% 34
2022
Q1 		$1.55M Sell
16,138
-321
-2% -$31.6K 0.62% 33
2021
Q4 		$1.81M Buy
+16,459
New +$1.8M 0.69% 31
2021
Q1 		$1.5M Buy
14,951
+1,131
+8% +$115K 0.69% 26
2020
Q4 		$1.4M Buy
13,820
+440
+3% +$41.6K 0.73% 30
2020
Q3 		$1.2M Buy
13,380
+478
+4% +$42.4K 0.71% 30
2020
Q2 		$1.07M Buy
12,902
+432
+3% +$33.7K 0.68% 31
2020
Q1 		$887K Buy
12,470
+795
+7% +$64.4K 0.67% 31
2019
Q4 		$1.01M Sell
11,675
-346
-3% -$28.9K 0.67% 30
2019
Q3 		$968K Sell
12,021
-554
-4% -$44.3K 0.71% 30
2019
Q2 		$1.02M Buy
12,575
+93
+0.7% +$7.34K 0.78% 28
2019
Q1 		$967K Buy
12,482
+356
+3% +$26.4K 0.8% 23
2018
Q4 		$838K Buy
+12,126
New +$883K 0.82% 26

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

Wolff Financial Management's EFG Position: Q2 2026 in Review

Wolff Financial Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.92% in Q2 2026, selling an estimated $4.1K and leaving 3,652 shares worth $454K. The position accounts for 0.09% of the portfolio, ranked #75.

Wolff Financial Management first reported a position in EFG in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.81M in Q4 2021. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Wolff Financial Management held 3,652 shares of iShares MSCI EAFE Growth ETF worth $454K as of Q2 2026.
  • Wolff Financial Management sold 34 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $4.1K.
  • iShares MSCI EAFE Growth ETF made up 0.09% of Wolff Financial Management's portfolio in Q2 2026, its #75 holding.
  • Wolff Financial Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • Wolff Financial Management's iShares MSCI EAFE Growth ETF position peaked at $1.81M in Q4 2021.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.