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

BSW Wealth Partners’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 		$211K Buy
+1,694
New +$204K 0.02% 310
2025
Q4 		– Sell
-1,767
Closed -$201K – 331
2025
Q3 		$201K Sell
1,767
-254
-13% -$28.3K 0.03% 318
2025
Q2 		$226K Sell
2,021
-14
-0.7% -$1.48K 0.03% 291
2025
Q1 		$203K Buy
+2,035
New +$207K 0.03% 292
2024
Q4 		– Sell
-2,035
Closed -$219K – 317
2024
Q3 		$219K Hold
2,035
– – 0.03% 278
2024
Q2 		$208K Buy
+2,035
New +$208K 0.03% 274
2022
Q2 		– Sell
-2,850
Closed -$274K – 289
2022
Q1 		$274K Buy
2,850
+2
+0.1% +$197 0.07% 217
2021
Q4 		$314K Buy
2,848
+55
+2% +$6.02K 0.08% 190
2021
Q3 		$297K Sell
2,793
-15
-0.5% -$1.65K 0.08% 182
2021
Q2 		$301K Buy
2,808
+18
+0.6% +$1.91K 0.08% 173
2021
Q1 		$280K Sell
2,790
-1,855
-40% -$189K 0.08% 150
2020
Q4 		$469K Sell
4,645
-49
-1% -$4.64K 0.14% 85
2020
Q3 		$422K Sell
4,694
-47
-1% -$4.17K 0.16% 78
2020
Q2 		$394K Sell
4,741
-1,133
-19% -$88.5K 0.13% 77
2020
Q1 		$418K Buy
5,874
+157
+3% +$12.7K 0.17% 61
2019
Q4 		$494K Sell
5,717
-153
-3% -$12.8K 0.17% 60
2019
Q3 		$473K Sell
5,870
-82
-1% -$6.56K 0.18% 51
2019
Q2 		$481K Sell
5,952
-536
-8% -$42.3K 0.18% 51
2019
Q1 		$502K Sell
6,488
-3,765
-37% -$279K 0.2% 48
2018
Q4 		$708K Buy
10,253
+185
+2% +$13.5K 0.27% 44
2018
Q3 		$806K Buy
10,068
+368
+4% +$29.3K 0.31% 36
2018
Q2 		$764K Sell
9,700
-2
-0% -$162 0.33% 35
2018
Q1 		$780K Sell
9,702
-296
-3% -$24.2K 0.35% 32
2017
Q4 		$807K Buy
9,998
+45
+0.5% +$3.57K 0.34% 33
2017
Q3 		$770K Sell
9,953
-585
-6% -$44.3K 0.34% 30
2017
Q2 		$779K Sell
10,538
-277
-3% -$20.2K 0.35% 30
2017
Q1 		$752K Sell
10,815
-629
-5% -$42.1K 0.37% 28
2016
Q4 		$729K Buy
11,444
+10,655
+1,350% +$688K 0.38% 29
2016
Q3 		$11.5K Sell
789
-11,440
-94% -$772K 0.4% 29
2016
Q2 		$800K Sell
12,229
-448
-4% -$29.6K 0.44% 24
2016
Q1 		$834K Sell
12,677
-376
-3% -$23.8K 0.47% 23
2015
Q4 		$876K Sell
13,053
-394
-3% -$26.7K 0.44% 26
2015
Q3 		$858K Sell
13,447
-874
-6% -$59.6K 0.51% 23
2015
Q2 		$1M Sell
14,321
-41
-0.3% -$2.98K 0.64% 18
2015
Q1 		$1.01M Sell
14,362
-1,016
-7% -$69.5K 0.64% 16
2014
Q4 		$1.01M Sell
15,378
-682
-4% -$45.7K 0.82% 15
2014
Q3 		$1.09M Sell
16,060
-2,460
-13% -$174K 0.86% 13
2014
Q2 		$1.34M Sell
18,520
-1,370
-7% -$98.6K 1.06% 12
2014
Q1 		$1.41M Sell
19,890
-6,741
-25% -$471K 1.14% 12
2013
Q4 		$1.9M Sell
26,631
-10,311
-28% -$715K 1.52% 11
2013
Q3 		$2.52M Sell
36,942
-4,242
-10% -$279K 2.19% 10
2013
Q2 		$2.54M Buy
+41,184
New +$2.66M 2.23% 10

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BSW Wealth Partners's EFG Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,694 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #310 among its holdings. This is a return to the name: BSW Wealth Partners previously reported a position in EFG as recently as Q3 2025.

BSW Wealth Partners first reported a position in EFG in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.54M in Q2 2013. 448 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • BSW Wealth Partners held 1,694 shares of iShares MSCI EAFE Growth ETF worth $211K as of Q2 2026.
  • iShares MSCI EAFE Growth ETF was a new BSW Wealth Partners position in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.02% of BSW Wealth Partners's portfolio in Q2 2026, its #310 holding.
  • BSW Wealth Partners first reported a position in iShares MSCI EAFE Growth ETF in Q2 2013 and has held it in 42 quarters since.
  • BSW Wealth Partners's iShares MSCI EAFE Growth ETF position peaked at $2.54M in Q2 2013.
  • 448 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.