EWA LLC’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

EWA LLC’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	$746K	Sell	5,994 -345	-5%	-$41.6K	0.14%	92
2026 Q1	$706K	Sell	6,339 -827	-12%	-$97.3K	0.16%	78
2025 Q4	$816K	Buy	7,166 +16	+0.2%	+$1.83K	0.2%	61
2025 Q3	$814K	Sell	7,150 -166	-2%	-$18.5K	0.23%	54
2025 Q2	$819K	Buy	7,316 +1,309	+22%	+$138K	0.26%	52
2025 Q1	$601K	Buy	6,007 +2,679	+80%	+$273K	0.22%	52
2024 Q4	$322K	Buy	+3,328	New	+$338K	0.12%	81

Other funds holding EFG

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

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

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return