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

XML Financial’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	$238K	Buy	1,914 +15	+0.8%	+$1.81K	0.02%	405
2026 Q1	$212K	Hold	1,899	–	–	0.02%	395
2025 Q4	$216K	Buy	1,899 +30	+2%	+$3.44K	0.02%	404
2025 Q3	$213K	Hold	1,869	–	–	0.02%	363
2025 Q2	$209K	Buy	+1,869	New	+$197K	0.02%	349
2023 Q1	–	Sell	-6,135	Closed	-$514K	–	336
2022 Q4	$514K	Buy	+6,135	New	+$496K	0.06%	202

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

XML Financial's EFG Position: Q2 2026 in Review

XML Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.79% in Q2 2026, buying an estimated $1.81K and bringing the position to 1,914 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #405.

XML Financial first reported a position in EFG in Q4 2022 and has held it in 6 quarters since. The position peaked at $514K in Q4 2022. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

XML Financial held 1,914 shares of iShares MSCI EAFE Growth ETF worth $238K as of Q2 2026.
XML Financial bought 15 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.81K.
iShares MSCI EAFE Growth ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #405 holding.
XML Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 6 quarters since.
XML Financial's iShares MSCI EAFE Growth ETF position peaked at $514K in Q4 2022.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.