Caliber Wealth Management (Kansas)’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Caliber Wealth Management (Kansas)’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	$1.34M	Buy	10,734 +531	+5%	+$64K	0.13%	122
2026 Q1	$1.14M	Sell	10,203 -539	-5%	-$63.4K	0.12%	126
2025 Q4	$1.22M	Sell	10,742 -73	-0.7%	-$8.37K	0.13%	124
2025 Q3	$1.23M	Sell	10,815 -1,370	-11%	-$153K	0.14%	125
2025 Q2	$1.36M	Buy	12,185 +1,605	+15%	+$169K	0.15%	127
2025 Q1	$1.06M	Buy	+10,580	New	+$1.08M	0.14%	125

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Caliber Wealth Management (Kansas)'s EFG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares MSCI EAFE Growth ETF (EFG) stake by 5.2% in Q2 2026, buying an estimated $64K and bringing the position to 10,734 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #122.

Caliber Wealth Management (Kansas) first reported a position in EFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.36M in Q2 2025. 463 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Caliber Wealth Management (Kansas) held 10,734 shares of iShares MSCI EAFE Growth ETF worth $1.34M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 531 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $64K.
iShares MSCI EAFE Growth ETF made up 0.13% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #122 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares MSCI EAFE Growth ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s iShares MSCI EAFE Growth ETF position peaked at $1.36M in Q2 2025.
463 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.