C1AG
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Client 1st Advisory Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Client 1st Advisory Group’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 		$11M Buy
88,775
+6,661
+8% +$803K 2.88% 8
2026
Q1 		$9.15M Buy
82,114
+10,790
+15% +$1.27M 2.78% 9
2025
Q4 		$8.13M Buy
71,324
+3,781
+6% +$433K 2.54% 9
2025
Q3 		$7.69M Buy
67,543
+4,429
+7% +$494K 2.55% 9
2025
Q2 		$7.07M Buy
63,114
+1,857
+3% +$196K 2.56% 9
2025
Q1 		$6.13M Buy
61,257
+3,072
+5% +$313K 2.38% 10
2024
Q4 		$5.63M Buy
58,185
+3,785
+7% +$385K 2.17% 12
2024
Q3 		$5.86M Buy
54,400
+1,691
+3% +$175K 2.33% 10
2024
Q2 		$5.39M Sell
52,709
-2,314
-4% -$237K 2.32% 10
2024
Q1 		$5.71M Sell
55,023
-5,245
-9% -$522K 2.57% 8
2023
Q4 		$5.84M Sell
60,268
-14,752
-20% -$1.32M 2.83% 8
2023
Q3 		$6.47M Sell
75,020
-14,295
-16% -$1.32M 3.42% 9
2023
Q2 		$8.52M Sell
89,315
-6,099
-6% -$580K 4.49% 4
2023
Q1 		$8.94M Buy
95,414
+6,780
+8% +$610K 4.85% 6
2022
Q4 		$7.42M Buy
88,634
+2,951
+3% +$239K 4.34% 7
2022
Q3 		$6.22M Buy
85,683
+4,881
+6% +$398K 3.87% 7
2022
Q2 		$6.5M Sell
80,802
-17,362
-18% -$1.51M 3.87% 7
2022
Q1 		$9.45M Buy
98,164
+2,870
+3% +$282K 4.62% 6
2021
Q4 		$10.5M Buy
95,294
+6,213
+7% +$680K 5.13% 5
2021
Q3 		$9.48M Buy
89,081
+6,525
+8% +$718K 4.84% 6
2021
Q2 		$8.86M Sell
82,556
-7,345
-8% -$780K 4.59% 7
2021
Q1 		$9.03M Buy
89,901
+10,043
+13% +$1.02M 5.17% 5
2020
Q4 		$8.09M Buy
79,858
+5,652
+8% +$535K 5.25% 7
2020
Q3 		$7.08M Buy
74,206
+19,318
+35% +$1.71M 4.96% 7
2020
Q2 		$4.85M Buy
+54,888
New +$4.29M 4.02% 7

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
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
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

Client 1st Advisory Group's EFG Position: Q2 2026 in Review

Client 1st Advisory Group increased its iShares MSCI EAFE Growth ETF (EFG) stake by 8.1% in Q2 2026, buying an estimated $803K and bringing the position to 88,775 shares worth $11M. The position accounts for 2.88% of the portfolio, ranked #8.

Client 1st Advisory Group first reported a position in EFG in Q2 2020 and has held it in 25 quarters since. 238 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Client 1st Advisory Group held 88,775 shares of iShares MSCI EAFE Growth ETF worth $11M as of Q2 2026.
  • Client 1st Advisory Group bought 6,661 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $803K.
  • iShares MSCI EAFE Growth ETF made up 2.88% of Client 1st Advisory Group's portfolio in Q2 2026, its #8 holding.
  • Client 1st Advisory Group first reported a position in iShares MSCI EAFE Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 238 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.