Barnes Dennig Private Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Barnes Dennig Private Wealth Management’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	$34.6K	Hold	278	–	–	0.03%	182
2026 Q1	$31K	Hold	278	–	–	0.03%	185
2025 Q4	$31.7K	Buy	278 +213	+328%	+$24.4K	0.03%	171
2025 Q3	$7.4K	Hold	65	–	–	0.01%	240
2025 Q2	$7.28K	Hold	65	–	–	0.01%	229
2025 Q1	$6.5K	Buy	+65	New	+$6.63K	0.01%	154

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

Barnes Dennig Private Wealth Management's EFG Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 278 shares worth $34.6K. The position accounts for 0.03% of the portfolio, ranked #182.

Barnes Dennig Private Wealth Management first reported a position in EFG in Q1 2025 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Barnes Dennig Private Wealth Management held 278 shares of iShares MSCI EAFE Growth ETF worth $34.6K as of Q2 2026.
Barnes Dennig Private Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.03% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #182 holding.
Barnes Dennig Private Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 6 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.