Ehrlich Financial Group’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Ehrlich Financial Group’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	$311K	Sell	2,500 -1,962	-44%	-$237K	0.16%	93
2026 Q1	$497K	Sell	4,462 -1,103	-20%	-$130K	0.29%	77
2025 Q4	$634K	Sell	5,565 -9,982	-64%	-$1.14M	0.36%	59
2025 Q3	$1.77M	Sell	15,547 -529	-3%	-$59K	1.05%	28
2025 Q2	$1.8M	Sell	16,076 -587	-4%	-$61.9K	1.17%	26
2025 Q1	$1.67M	Sell	16,663 -30,167	-64%	-$3.08M	1.21%	24
2024 Q4	$4.53M	Buy	46,830 +10,810	+30%	+$1.1M	3.22%	7
2024 Q3	$3.88M	Buy	36,020 +2,205	+7%	+$229K	2.77%	9
2024 Q2	$3.46M	Buy	33,815 +10,832	+47%	+$1.11M	2.73%	10
2024 Q1	$2.39M	Buy	22,983 +2,616	+13%	+$260K	2.01%	16
2023 Q4	$1.97M	Buy	+20,367	New	+$1.83M	1.98%	15

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

Ehrlich Financial Group's EFG Position: Q2 2026 in Review

Ehrlich Financial Group reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 44% in Q2 2026, selling an estimated $237K and leaving 2,500 shares worth $311K. The position accounts for 0.16% of the portfolio, ranked #93.

Ehrlich Financial Group first reported a position in EFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.53M in Q4 2024. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Ehrlich Financial Group held 2,500 shares of iShares MSCI EAFE Growth ETF worth $311K as of Q2 2026.
Ehrlich Financial Group sold 1,962 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $237K.
iShares MSCI EAFE Growth ETF made up 0.16% of Ehrlich Financial Group's portfolio in Q2 2026, its #93 holding.
Ehrlich Financial Group first reported a position in iShares MSCI EAFE Growth ETF in Q4 2023 and has held it in 11 quarters since.
Ehrlich Financial Group's iShares MSCI EAFE Growth ETF position peaked at $4.53M in Q4 2024.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.