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

Empirical 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	$23.6M	Buy	189,907 +17,791	+10%	+$2.15M	0.34%	56
2026 Q1	$19.2M	Buy	172,116 +8,998	+6%	+$1.06M	0.33%	55
2025 Q4	$18.6M	Buy	163,118 +1,251	+0.8%	+$143K	0.33%	54
2025 Q3	$18.4M	Buy	161,867 +20,519	+15%	+$2.29M	0.37%	51
2025 Q2	$15.8M	Buy	141,348 +3,395	+2%	+$358K	0.36%	57
2025 Q1	$13.8M	Buy	137,953 +20,578	+18%	+$2.1M	0.35%	55
2024 Q4	$11.4M	Buy	117,375 +9,330	+9%	+$948K	0.31%	66
2024 Q3	$11.6M	Buy	108,045 +17,989	+20%	+$1.87M	0.33%	64
2024 Q2	$9.21M	Buy	90,056 +9,051	+11%	+$925K	0.27%	73
2024 Q1	$8.41M	Buy	81,005 +11,522	+17%	+$1.15M	0.25%	80
2023 Q4	$6.73M	Buy	69,483 +18,366	+36%	+$1.65M	0.22%	89
2023 Q3	$4.41M	Buy	51,117 +9,775	+24%	+$901K	0.17%	99
2023 Q2	$3.94M	Buy	41,342 +10,186	+33%	+$969K	0.16%	104
2023 Q1	$2.92M	Buy	31,156 +568	+2%	+$51.1K	0.13%	114
2022 Q4	$2.56M	Buy	30,588 +2,996	+11%	+$242K	0.12%	120
2022 Q3	$2M	Buy	27,592 +5,550	+25%	+$453K	0.1%	125
2022 Q2	$1.77M	Sell	22,042 -950	-4%	-$82.5K	0.09%	141
2022 Q1	$2.21M	Sell	22,992 -9,328	-29%	-$917K	0.11%	123
2021 Q4	$3.56M	Buy	32,320 +4,708	+17%	+$516K	0.18%	90
2021 Q3	$2.94M	Buy	27,612 +1,684	+6%	+$185K	0.17%	90
2021 Q2	$2.78M	Buy	25,928 +1,584	+7%	+$168K	0.17%	89
2021 Q1	$2.45M	Buy	24,344 +4,696	+24%	+$478K	0.2%	85
2020 Q4	$1.98M	Buy	19,648 +14,239	+263%	+$1.35M	0.15%	100
2020 Q3	$486K	Buy	+5,409	New	+$479K	0.04%	222

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

Empirical Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 10% in Q2 2026, buying an estimated $2.15M and bringing the position to 189,907 shares worth $23.6M. The position accounts for 0.34% of the portfolio, ranked #56.

Empirical Wealth Management first reported a position in EFG in Q3 2020 and has held it in 24 quarters since. 464 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Empirical Wealth Management held 189,907 shares of iShares MSCI EAFE Growth ETF worth $23.6M as of Q2 2026.
Empirical Wealth Management bought 17,791 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.15M.
iShares MSCI EAFE Growth ETF made up 0.34% of Empirical Wealth Management's portfolio in Q2 2026, its #56 holding.
Empirical Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 24 quarters since.
464 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.