Diversified Trust’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Diversified Trust’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	$778K	Buy	6,254 +2,507	+67%	+$302K	0.01%	598
2026 Q1	$417K	Hold	3,747	–	–	0.01%	744
2025 Q4	$427K	Hold	3,747	–	–	0.01%	711
2025 Q3	$427K	Sell	3,747 -5,886	-61%	-$656K	0.01%	693
2025 Q2	$1.08M	Buy	9,633 +480	+5%	+$50.6K	0.02%	358
2025 Q1	$915K	Hold	9,153	–	–	0.02%	390
2024 Q4	$886K	Buy	9,153 +2,520	+38%	+$256K	0.02%	401
2024 Q3	$714K	Buy	6,633 +443	+7%	+$46K	0.02%	485
2024 Q2	$633K	Buy	6,190 +824	+15%	+$84.2K	0.02%	465
2024 Q1	$557K	Buy	+5,366	New	+$534K	0.02%	486

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

Diversified Trust's EFG Position: Q2 2026 in Review

Diversified Trust increased its iShares MSCI EAFE Growth ETF (EFG) stake by 67% in Q2 2026, buying an estimated $302K and bringing the position to 6,254 shares worth $778K. The position accounts for 0.01% of the portfolio, ranked #598.

Diversified Trust first reported a position in EFG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q2 2025. 331 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Diversified Trust held 6,254 shares of iShares MSCI EAFE Growth ETF worth $778K as of Q2 2026.
Diversified Trust bought 2,507 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $302K.
iShares MSCI EAFE Growth ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #598 holding.
Diversified Trust first reported a position in iShares MSCI EAFE Growth ETF in Q1 2024 and has held it in 10 quarters since.
Diversified Trust's iShares MSCI EAFE Growth ETF position peaked at $1.08M in Q2 2025.
331 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.