CI
EFG icon

CX Institutional’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

CX Institutional’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 		$4K Buy
33
+28
+560% +$3.38K ﹤0.01% 1385
2026
Q1 		$1K Buy
+5
New +$588 ﹤0.01% 1496
2025
Q2 		– Sell
-15
Closed -$2K – 1223
2025
Q1 		$2K Buy
+15
New +$1.53K ﹤0.01% 1136
2022
Q3 		– Sell
-89
Closed -$7K – 650
2022
Q2 		$7K Buy
+89
New +$7.73K ﹤0.01% 993
2021
Q4 		– Sell
-205
Closed -$22K – 494
2021
Q3 		$22K Sell
205
-142
-41% -$15.6K ﹤0.01% 723
2021
Q2 		$37K Sell
347
-3,076
-90% -$327K ﹤0.01% 617
2021
Q1 		$344K Sell
3,423
-23,758
-87% -$2.42M 0.03% 249
2020
Q4 		$2.74M Buy
27,181
+12,204
+81% +$1.15M 0.26% 109
2020
Q3 		$1.35M Sell
14,977
-513
-3% -$45.5K 0.15% 161
2020
Q2 		$1.29M Buy
15,490
+1,136
+8% +$88.7K 0.17% 138
2020
Q1 		$1.02M Buy
14,354
+4,238
+42% +$343K 0.17% 130
2019
Q4 		$875K Sell
10,116
-1,119
-10% -$93.4K 0.15% 119
2019
Q3 		$905K Buy
11,235
+1,206
+12% +$96.4K 0.15% 137
2019
Q2 		$810K Buy
10,029
+1,223
+14% +$96.5K 0.13% 139
2019
Q1 		$682K Buy
8,806
+904
+11% +$67.1K 0.12% 149
2018
Q4 		$546K Buy
7,902
+1,704
+27% +$124K 0.12% 127
2018
Q3 		$496K Buy
6,198
+1,940
+46% +$155K 0.16% 102
2018
Q2 		$336K Buy
+4,258
New +$345K 0.12% 108

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

CX Institutional's EFG Position: Q2 2026 in Review

CX Institutional increased its iShares MSCI EAFE Growth ETF (EFG) stake by 560% in Q2 2026, buying an estimated $3.38K and bringing the position to 33 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

CX Institutional first reported a position in EFG in Q2 2018 and has held it in 18 quarters since. The position peaked at $2.74M in Q4 2020. 237 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • CX Institutional held 33 shares of iShares MSCI EAFE Growth ETF worth $4K as of Q2 2026.
  • CX Institutional bought 28 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $3.38K.
  • iShares MSCI EAFE Growth ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1385 holding.
  • CX Institutional first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and has held it in 18 quarters since.
  • CX Institutional's iShares MSCI EAFE Growth ETF position peaked at $2.74M in Q4 2020.
  • 237 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.