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Apeiron RIA’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Apeiron RIA’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 		$3.79M Buy
30,454
+21,190
+229% +$2.56M 0.97% 30
2026
Q1 		$1.03M Sell
9,264
-6,710
-42% -$789K 0.24% 80
2025
Q4 		$1.91M Sell
15,974
-16,567
-51% -$1.9M 0.39% 57
2025
Q3 		$3.72M Sell
32,541
-24,948
-43% -$2.78M 0.84% 35
2025
Q2 		$6.44M Buy
57,489
+4,479
+8% +$472K 1.66% 17
2025
Q1 		$5.3M Sell
53,010
-5,972
-10% -$609K 1.6% 18
2024
Q4 		$5.71M Buy
58,982
+118
+0.2% +$12K 1.6% 16
2024
Q3 		$6.34M Sell
58,864
-25,552
-30% -$2.65M 1.82% 16
2024
Q2 		$8.64M Buy
84,416
+17,665
+26% +$1.81M 2.65% 11
2024
Q1 		$6.93M Buy
66,751
+1,176
+2% +$117K 2.01% 14
2023
Q4 		$6.35M Sell
65,575
-24,403
-27% -$2.19M 1.98% 14
2023
Q3 		$7.77M Sell
89,978
-10,564
-11% -$974K 2.65% 10
2023
Q2 		$9.59M Buy
100,542
+3,562
+4% +$339K 3.28% 5
2023
Q1 		$9.08M Buy
96,980
+33,371
+52% +$3M 3.12% 7
2022
Q4 		$5.33M Buy
63,609
+7,956
+14% +$643K 2.04% 15
2022
Q3 		$4.03M Buy
55,653
+12,179
+28% +$993K 1.85% 17
2022
Q2 		$855 Buy
43,474
+25,335
+140% +$2.2M 0.24% 46
2022
Q1 		$1.73M Sell
18,139
-38,590
-68% -$3.79M 0.82% 29
2021
Q4 		$6.26M Buy
+56,729
New +$6.21M 2.57% 11

Other funds holding EFG

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
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
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

Apeiron RIA's EFG Position: Q2 2026 in Review

Apeiron RIA increased its iShares MSCI EAFE Growth ETF (EFG) stake by 229% in Q2 2026, buying an estimated $2.56M and bringing the position to 30,454 shares worth $3.79M. The position accounts for 0.97% of the portfolio, ranked #30.

Apeiron RIA first reported a position in EFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.59M in Q2 2023. 238 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Apeiron RIA held 30,454 shares of iShares MSCI EAFE Growth ETF worth $3.79M as of Q2 2026.
  • Apeiron RIA bought 21,190 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.56M.
  • iShares MSCI EAFE Growth ETF made up 0.97% of Apeiron RIA's portfolio in Q2 2026, its #30 holding.
  • Apeiron RIA first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Apeiron RIA's iShares MSCI EAFE Growth ETF position peaked at $9.59M in Q2 2023.
  • 238 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.