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EFG icon

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

CoreCap 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 		$6.05M Sell
48,629
-1,714
-3% -$207K 0.18% 127
2026
Q1 		$5.61M Buy
50,343
+14,866
+42% +$1.75M 0.19% 114
2025
Q4 		$4.04M Sell
35,477
-5,450
-13% -$625K 0.14% 148
2025
Q3 		$4.66M Sell
40,927
-9,920
-20% -$1.11M 0.17% 112
2025
Q2 		$5.69M Sell
50,847
-3,829
-7% -$404K 0.23% 76
2025
Q1 		$5.47M Buy
54,676
+2,347
+4% +$239K 0.24% 81
2024
Q4 		$5.07M Buy
52,329
+7,804
+18% +$793K 0.23% 76
2024
Q3 		$4.79M Buy
+44,525
New +$4.62M 0.23% 84
2024
Q2 		– Sell
-31,214
Closed -$3.24M – 1872
2024
Q1 		$3.24M Sell
31,214
-1,765
-5% -$176K 0.17% 121
2023
Q4 		$3.19M Sell
32,979
-394
-1% -$35.3K 0.21% 98
2023
Q3 		$2.88M Buy
33,373
+1,137
+4% +$105K 0.21% 97
2023
Q2 		$3.08M Buy
+32,236
New +$3.07M 0.22% 92
2022
Q4 		$2.03M Buy
24,207
+1,363
+6% +$110K 0.14% 124
2022
Q3 		$1.66M Buy
22,844
+3,200
+16% +$261K 0.14% 135
2022
Q2 		$1.58M Sell
19,644
-703
-3% -$61K 0.12% 131
2022
Q1 		$1.96M Sell
20,347
-1,989
-9% -$196K 0.14% 124
2021
Q4 		$2.46M Buy
+22,336
New +$2.45M 0.16% 109

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
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

CoreCap Advisors's EFG Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 3.4% in Q2 2026, selling an estimated $207K and leaving 48,629 shares worth $6.05M. The position accounts for 0.18% of the portfolio, ranked #127.

CoreCap Advisors first reported a position in EFG in Q4 2021 and has held it in 17 quarters since. 204 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • CoreCap Advisors held 48,629 shares of iShares MSCI EAFE Growth ETF worth $6.05M as of Q2 2026.
  • CoreCap Advisors sold 1,714 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $207K.
  • iShares MSCI EAFE Growth ETF made up 0.18% of CoreCap Advisors's portfolio in Q2 2026, its #127 holding.
  • CoreCap Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.