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

Cornerstone 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 		$1.08M Buy
8,654
+201
+2% +$24.2K 0.23% 26
2026
Q1 		$941K Sell
8,453
-505
-6% -$59.4K 0.22% 27
2025
Q4 		$1.02M Sell
8,958
-12
-0.1% -$1.38K 0.24% 27
2025
Q3 		$1.02M Buy
8,970
+225
+3% +$25.1K 0.25% 27
2025
Q2 		$979K Sell
8,745
-225
-3% -$23.7K 0.25% 27
2025
Q1 		$897K Buy
8,970
+1,615
+22% +$165K 0.25% 28
2024
Q4 		$712K Buy
7,355
+80
+1% +$8.13K 0.2% 30
2024
Q3 		$783K Sell
7,275
-55
-0.8% -$5.71K 0.22% 29
2024
Q2 		$750K Buy
7,330
+145
+2% +$14.8K 0.22% 30
2024
Q1 		$746K Buy
7,185
+233
+3% +$23.2K 0.23% 30
2023
Q4 		$673K Sell
6,952
-358
-5% -$32.1K 0.22% 29
2023
Q3 		$631K Sell
7,310
-50
-0.7% -$4.61K 0.22% 30
2023
Q2 		$702K Buy
7,360
+100
+1% +$9.51K 0.24% 30
2023
Q1 		$680K Sell
7,260
-40
-0.5% -$3.6K 0.25% 31
2022
Q4 		$611K Buy
7,300
+2,900
+66% +$234K 0.24% 29
2022
Q3 		$319K Buy
+4,400
New +$359K 0.13% 33

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

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

Cornerstone Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.4% in Q2 2026, buying an estimated $24.2K and bringing the position to 8,654 shares worth $1.08M. The position accounts for 0.23% of the portfolio, ranked #26.

Cornerstone Wealth Advisors first reported a position in EFG in Q3 2022 and has held it in 16 quarters since. 273 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Cornerstone Wealth Advisors held 8,654 shares of iShares MSCI EAFE Growth ETF worth $1.08M as of Q2 2026.
  • Cornerstone Wealth Advisors bought 201 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $24.2K.
  • iShares MSCI EAFE Growth ETF made up 0.23% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Cornerstone Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.