Fedenia Advisers’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Fedenia Advisers’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	$360K	Buy	2,891 +200	+7%	+$24.1K	0.09%	90
2026 Q1	$300K	Buy	2,691 +631	+31%	+$74.2K	0.22%	70
2025 Q4	$235K	Buy	2,060 +188	+10%	+$21.6K	0.09%	140
2025 Q3	$213K	Sell	1,872 -4,071	-69%	-$454K	0.08%	155
2025 Q2	$666K	Sell	5,943 -207	-3%	-$21.8K	0.31%	73
2025 Q1	$615K	Sell	6,150 -3,704	-38%	-$378K	0.4%	45
2024 Q4	$954K	Buy	+9,854	New	+$1M	0.56%	36

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

Fedenia Advisers's EFG Position: Q2 2026 in Review

Fedenia Advisers increased its iShares MSCI EAFE Growth ETF (EFG) stake by 7.4% in Q2 2026, buying an estimated $24.1K and bringing the position to 2,891 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #90.

Fedenia Advisers first reported a position in EFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $954K in Q4 2024. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Fedenia Advisers held 2,891 shares of iShares MSCI EAFE Growth ETF worth $360K as of Q2 2026.
Fedenia Advisers bought 200 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $24.1K.
iShares MSCI EAFE Growth ETF made up 0.09% of Fedenia Advisers's portfolio in Q2 2026, its #90 holding.
Fedenia Advisers first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 7 quarters since.
Fedenia Advisers's iShares MSCI EAFE Growth ETF position peaked at $954K in Q4 2024.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.