Cedar Mountain Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Cedar Mountain 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	$40.4K	Buy	324 +2	+0.6%	+$241	0.01%	210
2026 Q1	$35.9K	Hold	322	–	–	0.01%	194
2025 Q4	$36.7K	Buy	322 +5	+2%	+$573	0.01%	138
2025 Q3	$36.1K	Buy	317 +106	+50%	+$11.8K	0.01%	137
2025 Q2	$23.6K	Buy	211 +2	+1%	+$211	﹤0.01%	148
2025 Q1	$20.9K	Sell	209 -163	-44%	-$16.6K	﹤0.01%	152
2024 Q4	$36K	Buy	+372	New	+$37.8K	0.01%	112

Other funds holding EFG

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

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cedar Mountain Advisors's EFG Position: Q2 2026 in Review

Cedar Mountain Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 0.62% in Q2 2026, buying an estimated $241 and bringing the position to 324 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #210.

Cedar Mountain Advisors first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Cedar Mountain Advisors held 324 shares of iShares MSCI EAFE Growth ETF worth $40.4K as of Q2 2026.
Cedar Mountain Advisors bought 2 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $241.
iShares MSCI EAFE Growth ETF made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #210 holding.
Cedar Mountain Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
204 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.