Allworth Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $417K | Buy |
3,348
+462
| +16% | +$55.7K | ﹤0.01% | 1079 |
|
|
2026
Q1 | $321K | Sell |
2,886
-82
| -3% | -$9.64K | ﹤0.01% | 1156 |
|
|
2025
Q4 | $338K | Sell |
2,968
-57
| -2% | -$6.54K | ﹤0.01% | 1103 |
|
|
2025
Q3 | $344K | Buy |
3,025
+251
| +9% | +$28K | ﹤0.01% | 1039 |
|
|
2025
Q2 | $311K | Sell |
2,774
-210
| -7% | -$22.2K | ﹤0.01% | 1007 |
|
|
2025
Q1 | $307K | Buy |
2,984
+94
| +3% | +$9.58K | ﹤0.01% | 823 |
|
|
2024
Q4 | $292K | Sell |
2,890
-202
| -7% | -$20.5K | ﹤0.01% | 830 |
|
|
2024
Q3 | $333K | Sell |
3,092
-2,333
| -43% | -$242K | ﹤0.01% | 685 |
|
|
2024
Q2 | $555K | Sell |
5,425
-1,652
| -23% | -$169K | ﹤0.01% | 550 |
|
|
2024
Q1 | $735K | Sell |
7,077
-4,542
| -39% | -$452K | 0.01% | 465 |
|
|
2023
Q4 | $1.13M | Sell |
11,619
-19,329
| -62% | -$1.73M | 0.01% | 393 |
|
|
2023
Q3 | $2.67M | Sell |
30,948
-50,954
| -62% | -$4.7M | 0.02% | 244 |
|
|
2023
Q2 | $7.81M | Sell |
81,902
-51,623
| -39% | -$4.91M | 0.07% | 119 |
|
|
2023
Q1 | $12.5M | Buy |
133,525
+132,952
| +23,203% | +$12M | 0.13% | 85 |
|
|
2022
Q4 | $48K | Buy |
573
+383
| +202% | +$31K | ﹤0.01% | 1021 |
|
|
2022
Q3 | $14K | Hold |
190
| – | – | ﹤0.01% | 1439 |
|
|
2022
Q2 | $15K | Sell |
190
-321
| -63% | -$27.9K | ﹤0.01% | 1359 |
|
|
2022
Q1 | $49K | Sell |
511
-1,785
| -78% | -$176K | ﹤0.01% | 896 |
|
|
2021
Q4 | $253K | Sell |
2,296
-733
| -24% | -$80.3K | ﹤0.01% | 483 |
|
|
2021
Q3 | $322K | Buy |
3,029
+2,667
| +737% | +$294K | 0.01% | 392 |
|
|
2021
Q2 | $39K | Hold |
362
| – | – | ﹤0.01% | 677 |
|
|
2021
Q1 | $36K | Buy |
362
+248
| +218% | +$25.2K | ﹤0.01% | 637 |
|
|
2020
Q4 | $12K | Buy |
+114
| New | +$10.8K | ﹤0.01% | 789 |
|
|
2020
Q1 | – | Sell |
-54
| Closed | -$5K | – | 1253 |
|
|
2019
Q4 | $5K | Buy |
+54
| New | +$4.51K | ﹤0.01% | 758 |
|
|
2018
Q3 | – | Sell |
-64
| Closed | -$5K | – | 911 |
|
|
2018
Q2 | $5K | Buy |
+64
| New | +$5.19K | ﹤0.01% | 629 |
|
|
2018
Q1 | – | Sell |
-33
| Closed | -$3K | – | 821 |
|
|
2017
Q4 | $3K | Sell |
33
-204
| -86% | -$16.2K | ﹤0.01% | 625 |
|
|
2017
Q3 | $18K | Hold |
237
| – | – | ﹤0.01% | 376 |
|
|
2017
Q2 | $18K | Hold |
237
| – | – | ﹤0.01% | 389 |
|
|
2017
Q1 | $16K | Hold |
237
| – | – | ﹤0.01% | 396 |
|
|
2016
Q4 | $15K | Hold |
237
| – | – | ﹤0.01% | 350 |
|
|
2016
Q3 | $16K | Hold |
237
| – | – | ﹤0.01% | 353 |
|
|
2016
Q2 | $16K | Hold |
237
| – | – | ﹤0.01% | 333 |
|
|
2016
Q1 | $16K | Hold |
237
| – | – | ﹤0.01% | 333 |
|
|
2015
Q4 | $16K | Buy |
+237
| New | +$16K | ﹤0.01% | 333 |
|
Other funds holding EFG
NAMI
PAS
Allworth Financial's EFG Position: Q2 2026 in Review
Allworth Financial increased its iShares MSCI EAFE Growth ETF (EFG) stake by 16% in Q2 2026, buying an estimated $55.7K and bringing the position to 3,348 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.
Allworth Financial first reported a position in EFG in Q4 2015 and has held it in 34 quarters since. The position peaked at $12.5M in Q1 2023. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.
- Allworth Financial held 3,348 shares of iShares MSCI EAFE Growth ETF worth $417K as of Q2 2026.
- Allworth Financial bought 462 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $55.7K.
- iShares MSCI EAFE Growth ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1079 holding.
- Allworth Financial first reported a position in iShares MSCI EAFE Growth ETF in Q4 2015 and has held it in 34 quarters since.
- Allworth Financial's iShares MSCI EAFE Growth ETF position peaked at $12.5M in Q1 2023.
- 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.