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

Cornerstone Wealth Management’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	$270K	Buy	2,170 +39	+2%	+$4.7K	0.01%	637
2026 Q1	$237K	Sell	2,131 -1,070	-33%	-$126K	0.01%	633
2025 Q4	$365K	Sell	3,201 -86	-3%	-$9.86K	0.02%	498
2025 Q3	$374K	Sell	3,287 -86	-3%	-$9.58K	0.02%	485
2025 Q2	$378K	Sell	3,373 -9	-0.3%	-$949	0.02%	451
2025 Q1	$338K	Sell	3,382 -482	-12%	-$49.1K	0.02%	447
2024 Q4	$374K	Sell	3,864 -293	-7%	-$29.8K	0.03%	422
2024 Q3	$448K	Sell	4,157 -74	-2%	-$7.68K	0.03%	378
2024 Q2	$433K	Sell	4,231 -161	-4%	-$16.5K	0.03%	355
2024 Q1	$456K	Sell	4,392 -57	-1%	-$5.67K	0.04%	346
2023 Q4	$431K	Sell	4,449 -1,496	-25%	-$134K	0.04%	348
2023 Q3	$513K	Hold	5,945	–	–	0.05%	299
2023 Q2	$567K	Buy	5,945 +739	+14%	+$70.3K	0.05%	278
2023 Q1	$488K	Buy	+5,206	New	+$468K	0.05%	284
2022 Q3	$365K	Sell	5,026 -384	-7%	-$31.3K	0.04%	314
2022 Q2	$435K	Sell	5,410 -627	-10%	-$54.4K	0.05%	289
2022 Q1	$581K	Sell	6,037 -2,266	-27%	-$223K	0.06%	253
2021 Q4	$917K	Buy	8,303 +510	+7%	+$55.9K	0.09%	193
2021 Q3	$830K	Buy	7,793 +260	+3%	+$28.6K	0.09%	205
2021 Q2	$808K	Sell	7,533 -232	-3%	-$24.7K	0.09%	210
2021 Q1	$780K	Sell	7,765 -11,952	-61%	-$1.22M	0.09%	197
2020 Q4	$1.99M	Sell	19,717 -3,936	-17%	-$372K	0.25%	85
2020 Q3	$2.13M	Sell	23,653 -2,094	-8%	-$186K	0.32%	64
2020 Q2	$2.14M	Buy	+25,747	New	+$2.01M	0.35%	57
2018 Q4	–	Sell	-215,462	Closed	-$2.78M	–	551
2018 Q3	$2.78M	Buy	215,462 +61,167	+40%	+$4.88M	0.04%	409
2018 Q2	$1.98M	Buy	+154,295	New	+$12.5M	0.02%	552
2017 Q4	–	Sell	-2,780	Closed	-$213K	–	412
2017 Q3	$213K	Sell	2,780 -22	-0.8%	-$1.67K	0.04%	355
2017 Q2	$204K	Buy	+2,802	New	+$205K	0.05%	353

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

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

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

Cornerstone Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.8% in Q2 2026, buying an estimated $4.7K and bringing the position to 2,170 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #637.

Cornerstone Wealth Management first reported a position in EFG in Q2 2017 and has held it in 28 quarters since. The position peaked at $2.78M in Q3 2018. 311 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Cornerstone Wealth Management held 2,170 shares of iShares MSCI EAFE Growth ETF worth $270K as of Q2 2026.
Cornerstone Wealth Management bought 39 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $4.7K.
iShares MSCI EAFE Growth ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #637 holding.
Cornerstone Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2017 and has held it in 28 quarters since.
Cornerstone Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $2.78M in Q3 2018.
311 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.