Atwood & Palmer’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Atwood & Palmer’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	$24.2K	Buy	195 +2	+1%	+$241	﹤0.01%	310
2026 Q1	$21.5K	Hold	193	–	–	﹤0.01%	315
2025 Q4	$22K	Sell	193 -734	-79%	-$84.2K	﹤0.01%	315
2025 Q3	$106K	Buy	927 +737	+388%	+$82.1K	0.01%	185
2025 Q2	$21.3K	Buy	+190	New	+$20K	﹤0.01%	321
2021 Q3	–	Sell	-118	Closed	-$13K	–	429
2021 Q2	$13K	Hold	118	–	–	﹤0.01%	318
2021 Q1	$12K	Sell	118 -289	-71%	-$29.4K	﹤0.01%	338
2020 Q4	$41K	Buy	+407	New	+$38.5K	﹤0.01%	225

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

Atwood & Palmer's EFG Position: Q2 2026 in Review

Atwood & Palmer increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1% in Q2 2026, buying an estimated $241 and bringing the position to 195 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Atwood & Palmer first reported a position in EFG in Q4 2020 and has held it in 8 quarters since. The position peaked at $106K in Q3 2025. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Atwood & Palmer held 195 shares of iShares MSCI EAFE Growth ETF worth $24.2K as of Q2 2026.
Atwood & Palmer bought 2 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $241.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #310 holding.
Atwood & Palmer first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 8 quarters since.
Atwood & Palmer's iShares MSCI EAFE Growth ETF position peaked at $106K in Q3 2025.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.