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Cahill Financial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cahill Financial Advisors’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 		$2.74M Sell
22,010
-17
-0.1% -$2.05K 0.26% 63
2026
Q1 		$2.45M Sell
22,027
-423
-2% -$49.7K 0.27% 66
2025
Q4 		$2.56M Buy
22,450
+121
+0.5% +$13.9K 0.28% 61
2025
Q3 		$2.54M Buy
22,329
+179
+0.8% +$19.9K 0.29% 58
2025
Q2 		$2.48M Buy
22,150
+16
+0.1% +$1.69K 0.31% 58
2025
Q1 		$2.21M Sell
22,134
-305
-1% -$31.1K 0.3% 58
2024
Q4 		$2.17M Sell
22,439
-540
-2% -$54.9K 0.29% 63
2024
Q3 		$2.47M Sell
22,979
-19,992
-47% -$2.07M 0.34% 52
2024
Q2 		$4.4M Sell
42,971
-67,595
-61% -$6.91M 0.6% 33
2024
Q1 		$11.5M Sell
110,566
-468
-0.4% -$46.6K 1.57% 18
2023
Q4 		$10.8M Buy
111,034
+3,550
+3% +$318K 1.59% 19
2023
Q3 		$9.28M Buy
107,484
+3,780
+4% +$348K 1.54% 18
2023
Q2 		$9.89M Buy
103,704
+15,275
+17% +$1.45M 1.6% 18
2023
Q1 		$8.28M Buy
88,429
+15,868
+22% +$1.43M 1.47% 20
2022
Q4 		$6.08M Buy
72,561
+7,518
+12% +$608K 1.17% 23
2022
Q3 		$4.72M Buy
65,043
+19,419
+43% +$1.58M 1% 23
2022
Q2 		$3.67M Buy
45,624
+4,683
+11% +$407K 0.78% 32
2022
Q1 		$3.94M Sell
40,941
-10,788
-21% -$1.06M 0.74% 34
2021
Q4 		$5.71M Buy
51,729
+18,340
+55% +$2.01M 1.1% 22
2021
Q3 		$3.56M Buy
33,389
+23,813
+249% +$2.62M 0.73% 34
2021
Q2 		$1.03M Buy
9,576
+2,711
+39% +$288K 0.23% 92
2021
Q1 		$690K Buy
+6,865
New +$698K 0.17% 118

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cahill Financial Advisors's EFG Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.08% in Q2 2026, selling an estimated $2.05K and leaving 22,010 shares worth $2.74M. The position accounts for 0.26% of the portfolio, ranked #63.

Cahill Financial Advisors first reported a position in EFG in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.5M in Q1 2024. 867 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Cahill Financial Advisors held 22,010 shares of iShares MSCI EAFE Growth ETF worth $2.74M as of Q2 2026.
  • Cahill Financial Advisors sold 17 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.05K.
  • iShares MSCI EAFE Growth ETF made up 0.26% of Cahill Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • Cahill Financial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Cahill Financial Advisors's iShares MSCI EAFE Growth ETF position peaked at $11.5M in Q1 2024.
  • 867 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.