Fifth Third Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Fifth Third Wealth Advisors’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	$8.93M	Buy	71,759 +9,525	+15%	+$1.15M	0.25%	71
2026 Q1	$6.93M	Buy	62,234 +46,995	+308%	+$5.53M	0.23%	80
2025 Q4	$1.74M	Buy	15,239 +2,877	+23%	+$330K	0.06%	189
2025 Q3	$1.41M	Buy	12,362 +1,215	+11%	+$135K	0.05%	204
2025 Q2	$1.25M	Sell	11,147 -184	-2%	-$19.4K	0.05%	215
2025 Q1	$1.13M	Buy	11,331 +5,389	+91%	+$549K	0.06%	205
2024 Q4	$575K	Buy	5,942 +3,352	+129%	+$341K	0.03%	299
2024 Q3	$279K	Buy	+2,590	New	+$269K	0.02%	504

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

Fifth Third Wealth Advisors's EFG Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 15% in Q2 2026, buying an estimated $1.15M and bringing the position to 71,759 shares worth $8.93M. The position accounts for 0.25% of the portfolio, ranked #71.

Fifth Third Wealth Advisors first reported a position in EFG in Q3 2024 and has held it in 8 quarters since. 372 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Fifth Third Wealth Advisors held 71,759 shares of iShares MSCI EAFE Growth ETF worth $8.93M as of Q2 2026.
Fifth Third Wealth Advisors bought 9,525 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.15M.
iShares MSCI EAFE Growth ETF made up 0.25% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Fifth Third Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2024 and has held it in 8 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.