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

Canvas Wealth 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	$1.24M	Buy	9,962 +208	+2%	+$25.1K	0.17%	77
2026 Q1	$1.09M	Sell	9,754 -93	-0.9%	-$10.9K	0.18%	72
2025 Q4	$1.12M	Buy	9,847 +262	+3%	+$30K	0.19%	67
2025 Q3	$1.12M	Buy	9,585 +276	+3%	+$30.8K	0.2%	65
2025 Q2	$1.03M	Buy	9,309 +813	+10%	+$85.8K	0.2%	67
2025 Q1	$853K	Buy	8,496 +810	+11%	+$82.6K	0.22%	71
2024 Q4	$744K	Buy	7,686 +478	+7%	+$48.6K	0.19%	74
2024 Q3	$776K	Buy	7,208 +274	+4%	+$28.4K	0.21%	67
2024 Q2	$704K	Buy	6,934 +1,509	+28%	+$154K	0.22%	60
2024 Q1	$532K	Buy	+5,425	New	+$540K	0.18%	72

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

Canvas Wealth Advisors's EFG Position: Q2 2026 in Review

Canvas Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.1% in Q2 2026, buying an estimated $25.1K and bringing the position to 9,962 shares worth $1.24M. The position accounts for 0.17% of the portfolio, ranked #77.

Canvas Wealth Advisors first reported a position in EFG in Q1 2024 and has held it in 10 quarters since. 331 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Canvas Wealth Advisors held 9,962 shares of iShares MSCI EAFE Growth ETF worth $1.24M as of Q2 2026.
Canvas Wealth Advisors bought 208 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $25.1K.
iShares MSCI EAFE Growth ETF made up 0.17% of Canvas Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Canvas Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 10 quarters since.
331 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.