Collective Family Office’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Collective Family Office’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	$1M	Buy	8,049 +349	+5%	+$42.1K	0.2%	80
2026 Q1	$858K	Hold	7,700	–	–	0.19%	84
2025 Q4	$877K	Sell	7,700 -555	-7%	-$63.6K	0.2%	82
2025 Q3	$940K	Hold	8,255	–	–	0.23%	82
2025 Q2	$925K	Hold	8,255	–	–	0.24%	80
2025 Q1	$826K	Hold	8,255	–	–	0.22%	80
2024 Q4	$799K	Hold	8,255	–	–	0.22%	87
2024 Q3	$889K	Sell	8,255 -250	-3%	-$25.9K	0.24%	83
2024 Q2	$870K	Hold	8,505	–	–	0.26%	84
2024 Q1	$883K	Sell	8,505 -750	-8%	-$74.7K	0.29%	77
2023 Q4	$896K	Sell	9,255 -3,700	-29%	-$332K	0.32%	66
2023 Q3	$1.12M	Buy	12,955 +1,140	+10%	+$105K	0.44%	54
2023 Q2	$1.13M	Buy	11,815 +2,760	+30%	+$263K	0.44%	52
2023 Q1	$848K	Buy	9,055 +555	+7%	+$49.9K	0.35%	65
2022 Q4	$712K	Sell	8,500 -100	-1%	-$8.08K	0.32%	71
2022 Q3	$624K	Sell	8,600 -1,250	-13%	-$102K	0.31%	82
2022 Q2	$793K	Hold	9,850	–	–	0.34%	77
2022 Q1	$948K	Buy	9,850 +650	+7%	+$63.9K	0.36%	74
2021 Q4	$1.01M	Hold	9,200	–	–	0.4%	70
2021 Q3	$980K	Sell	9,200 -275	-3%	-$30.3K	0.42%	64
2021 Q2	$1.02M	Hold	9,475	–	–	0.43%	65
2021 Q1	$952K	Sell	9,475 -3,975	-30%	-$404K	0.46%	63
2020 Q4	$1.36M	Buy	+13,450	New	+$1.27M	0.75%	35

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

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 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

Collective Family Office's EFG Position: Q2 2026 in Review

Collective Family Office increased its iShares MSCI EAFE Growth ETF (EFG) stake by 4.5% in Q2 2026, buying an estimated $42.1K and bringing the position to 8,049 shares worth $1M. The position accounts for 0.2% of the portfolio, ranked #80.

Collective Family Office first reported a position in EFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.36M in Q4 2020. 529 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Collective Family Office held 8,049 shares of iShares MSCI EAFE Growth ETF worth $1M as of Q2 2026.
Collective Family Office bought 349 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $42.1K.
iShares MSCI EAFE Growth ETF made up 0.2% of Collective Family Office's portfolio in Q2 2026, its #80 holding.
Collective Family Office first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 23 quarters since.
Collective Family Office's iShares MSCI EAFE Growth ETF position peaked at $1.36M in Q4 2020.
529 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.