Back to IW Integrated Wealth Concepts LLC

EFGEFG
Showing 8 of 25 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES MSCI EAFE GROWTH ETF

Integrated Wealth Concepts LLC holds 457,612 shares of EFG (ISHARES MSCI EAFE GROWTH ETF), worth $56.9M as of 2026-Q2. The position was increased (+141.8% shares). EFG represents 0.3% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$56.9M

Current Shares

457,612

Total Value Change

+$10.5M

Total Shares Change

+25,968

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
457,612
+141.8%
$56.9M0.3%$124.42
57
2026-Q1
Increased
189,276
+32.0%
$21.1M0.2%$116.73
43
2025-Q4
Decreased
143,335
-46.8%
$16.3M0.2%$114.45
0
2025-Q3
Decreased
269,351
-5.3%
$30.7M0.3%$111.53
0
2025-Q2
Increased
284,493
+1.2%
$31.9M0.3%$109.97
35
2025-Q1
Increased
281,104
+6.5%
$28.1M0.3%$98.29
37
2024-Q4
Decreased
263,952
-38.9%
$25.6M0.3%$94.57
0
2024-Q3
Increased
431,644
+6.2%
$46.5M0.6%$104.45
44

Other major holders of EFG: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used