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A4 Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

A4 Wealth Advisors’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 		$266K Sell
2,134
-222
-9% -$26.8K 0.18% 73
2026
Q1 		$262K Sell
2,356
-565
-19% -$66.4K 0.21% 77
2025
Q4 		$333K Buy
2,921
+130
+5% +$14.9K 0.29% 71
2025
Q3 		$318K Buy
+2,791
New +$311K 0.27% 102

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

A4 Wealth Advisors's EFG Position: Q2 2026 in Review

A4 Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 9.4% in Q2 2026, selling an estimated $26.8K and leaving 2,134 shares worth $266K. The position accounts for 0.18% of the portfolio, ranked #73.

A4 Wealth Advisors first reported a position in EFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $333K in Q4 2025. 684 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • A4 Wealth Advisors held 2,134 shares of iShares MSCI EAFE Growth ETF worth $266K as of Q2 2026.
  • A4 Wealth Advisors sold 222 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $26.8K.
  • iShares MSCI EAFE Growth ETF made up 0.18% of A4 Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • A4 Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $333K in Q4 2025.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.