Armis Advisers’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Armis Advisers’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	$1.55M	Buy	12,359 +890	+8%	+$107K	0.14%	119
2026 Q1	$1.39M	Sell	11,469 -169	-1%	-$19.9K	0.13%	122
2025 Q4	$1.26M	Sell	11,638 -11,561	-50%	-$1.33M	0.14%	116
2025 Q3	$2.66M	Buy	23,199 +2,386	+11%	+$266K	0.24%	66
2025 Q2	$2.32M	Sell	20,813 -17,480	-46%	-$1.84M	0.18%	104
2025 Q1	$3.92M	Buy	38,293 +17,736	+86%	+$1.81M	0.37%	67
2024 Q4	$1.99M	Buy	+20,557	New	+$2.09M	0.24%	79

Other funds holding EFG

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

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Armis Advisers's EFG Position: Q2 2026 in Review

Armis Advisers increased its iShares MSCI EAFE Growth ETF (EFG) stake by 7.8% in Q2 2026, buying an estimated $107K and bringing the position to 12,359 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #119.

Armis Advisers first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.92M in Q1 2025. 204 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Armis Advisers held 12,359 shares of iShares MSCI EAFE Growth ETF worth $1.55M as of Q2 2026.
Armis Advisers bought 890 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $107K.
iShares MSCI EAFE Growth ETF made up 0.14% of Armis Advisers's portfolio in Q2 2026, its #119 holding.
Armis Advisers first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's iShares MSCI EAFE Growth ETF position peaked at $3.92M in Q1 2025.
204 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.