Balance Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Balance Wealth’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	$1.16M	Sell	9,362 -423	-4%	-$51K	0.31%	59
2026 Q1	$1.09M	Sell	9,785 -447	-4%	-$52.6K	0.34%	59
2025 Q4	$1.17M	Sell	10,232 -398	-4%	-$45.6K	0.37%	59
2025 Q3	$1.21M	Sell	10,630 -521	-5%	-$58.1K	0.3%	56
2025 Q2	$1.25M	Sell	11,151 -3,079	-22%	-$325K	0.73%	37
2025 Q1	$1.42M	Buy	+14,230	New	+$1.45M	0.92%	31

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

Balance Wealth's EFG Position: Q2 2026 in Review

Balance Wealth reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 4.3% in Q2 2026, selling an estimated $51K and leaving 9,362 shares worth $1.16M. The position accounts for 0.31% of the portfolio, ranked #59.

Balance Wealth first reported a position in EFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.42M in Q1 2025. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Balance Wealth held 9,362 shares of iShares MSCI EAFE Growth ETF worth $1.16M as of Q2 2026.
Balance Wealth sold 423 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $51K.
iShares MSCI EAFE Growth ETF made up 0.31% of Balance Wealth's portfolio in Q2 2026, its #59 holding.
Balance Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 6 quarters since.
Balance Wealth's iShares MSCI EAFE Growth ETF position peaked at $1.42M in Q1 2025.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.