Angeles Investment Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Angeles Investment 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	$2.28M	Sell	18,315 -12,295	-40%	-$1.48M	0.14%	24
2026 Q1	$3.41M	Hold	30,610	–	–	0.23%	21
2025 Q4	$3.49M	Buy	30,610 +13,200	+76%	+$1.51M	0.23%	20
2025 Q3	$1.98M	Buy	17,410 +2,255	+15%	+$251K	0.13%	21
2025 Q2	$1.7M	Hold	15,155	–	–	0.1%	20
2025 Q1	$1.52M	Hold	15,155	–	–	0.08%	23
2024 Q4	$1.47M	Sell	15,155 -14,145	-48%	-$1.44M	0.07%	36
2024 Q3	$3.15M	Buy	29,300 +2,000	+7%	+$207K	0.16%	31
2024 Q2	$2.79M	Buy	27,300 +20,800	+320%	+$2.13M	0.14%	32
2024 Q1	$675K	Sell	6,500 -24,000	-79%	-$2.39M	0.04%	73
2023 Q4	$2.95M	Buy	+30,500	New	+$2.73M	0.18%	29
2021 Q2	–	Sell	-58,695	Closed	-$5.9M	–	127
2021 Q1	$5.9M	Buy	+58,695	New	+$5.97M	0.46%	18

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Angeles Investment Advisors's EFG Position: Q2 2026 in Review

Angeles Investment Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 40% in Q2 2026, selling an estimated $1.48M and leaving 18,315 shares worth $2.28M. The position accounts for 0.14% of the portfolio, ranked #24.

Angeles Investment Advisors first reported a position in EFG in Q1 2021 and has held it in 12 quarters since. The position peaked at $5.9M in Q1 2021. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Angeles Investment Advisors held 18,315 shares of iShares MSCI EAFE Growth ETF worth $2.28M as of Q2 2026.
Angeles Investment Advisors sold 12,295 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.48M.
iShares MSCI EAFE Growth ETF made up 0.14% of Angeles Investment Advisors's portfolio in Q2 2026, its #24 holding.
Angeles Investment Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 12 quarters since.
Angeles Investment Advisors's iShares MSCI EAFE Growth ETF position peaked at $5.9M in Q1 2021.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.