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Accretive Wealth Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Accretive Wealth Partners’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 		$248K Hold
1,992
– – 0.06% 154
2026
Q1 		$222K Hold
1,992
– – 0.06% 164
2025
Q4 		$227K Sell
1,992
-41
-2% -$4.7K 0.07% 143
2025
Q3 		$232K Hold
2,033
– – 0.07% 140
2025
Q2 		$228K Sell
2,033
-328
-14% -$34.6K 0.07% 138
2025
Q1 		$251K Buy
+2,361
New +$241K 0.09% 134

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

Accretive Wealth Partners's EFG Position: Q2 2026 in Review

Accretive Wealth Partners held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 1,992 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #154.

Accretive Wealth Partners first reported a position in EFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $251K in Q1 2025. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Accretive Wealth Partners held 1,992 shares of iShares MSCI EAFE Growth ETF worth $248K as of Q2 2026.
  • Accretive Wealth Partners left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.06% of Accretive Wealth Partners's portfolio in Q2 2026, its #154 holding.
  • Accretive Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Accretive Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $251K in Q1 2025.
  • 1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.