Fiduciary Alliance’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Fiduciary Alliance’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	$202K	Buy	+1,621	New	+$195K	0.01%	521
2023 Q3	–	Sell	-191	Closed	-$18.2K	–	384
2023 Q2	$18.2K	Buy	+191	New	+$18.2K	﹤0.01%	472
2023 Q1	–	Sell	-189	Closed	-$15.8K	–	349
2022 Q4	$15.8K	Buy	+189	New	+$15.3K	﹤0.01%	340

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

Fiduciary Alliance's EFG Position: Q2 2026 in Review

Fiduciary Alliance opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q2 2026: 1,621 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings. This is a return to the name: Fiduciary Alliance previously reported a position in EFG as recently as Q2 2023.

Fiduciary Alliance first reported a position in EFG in Q4 2022 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Fiduciary Alliance held 1,621 shares of iShares MSCI EAFE Growth ETF worth $202K as of Q2 2026.
iShares MSCI EAFE Growth ETF was a new Fiduciary Alliance position in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Fiduciary Alliance's portfolio in Q2 2026, its #521 holding.
Fiduciary Alliance first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 3 quarters since.
237 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.