Financial Synergies Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Financial Synergies 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	$59.7M	Sell	479,599 -6,657	-1%	-$803K	5.06%	7
2026 Q1	$54.2M	Buy	486,256 +914	+0.2%	+$107K	5.17%	7
2025 Q4	$55.3M	Buy	485,342 +16,765	+4%	+$1.92M	5.34%	7
2025 Q3	$53.4M	Buy	468,577 +7,172	+2%	+$799K	5.4%	7
2025 Q2	$51.7M	Buy	461,405 +4,537	+1%	+$479K	5.63%	6
2025 Q1	$45.7M	Buy	456,868 +16,821	+4%	+$1.71M	5.56%	7
2024 Q4	$42.6M	Buy	440,047 +13,396	+3%	+$1.36M	5.29%	6
2024 Q3	$45.9M	Buy	426,651 +8,299	+2%	+$861K	5.7%	6
2024 Q2	$42.8M	Buy	418,352 +8,830	+2%	+$903K	5.77%	6
2024 Q1	$42.5M	Buy	409,522 +18,725	+5%	+$1.86M	5.58%	6
2023 Q4	$32.7M	Sell	390,797 -8,686	-2%	-$778K	5.07%	8
2023 Q3	$34.5M	Buy	399,483 +6,520	+2%	+$601K	4.98%	7
2023 Q2	$37.5M	Buy	392,963 +9,060	+2%	+$862K	5.26%	7
2023 Q1	$36M	Sell	383,903 -6,894	-2%	-$620K	5.28%	7
2022 Q4	$32.7M	Buy	390,797 +9,582	+3%	+$775K	5.07%	8
2022 Q3	$27.7M	Buy	381,215 +31,958	+9%	+$2.61M	4.76%	8
2022 Q2	$28.1M	Sell	349,257 -60,400	-15%	-$5.25M	4.58%	8
2022 Q1	$39.4M	Buy	409,657 +28,969	+8%	+$2.85M	6.21%	6
2021 Q4	$42M	Buy	380,688 +6,774	+2%	+$742K	5.75%	6
2021 Q3	$39.8M	Buy	373,914 +9,767	+3%	+$1.08M	5.44%	7
2021 Q2	$39.1M	Buy	364,147 +17,554	+5%	+$1.87M	5.33%	7
2021 Q1	$34.8M	Buy	346,593 +11,139	+3%	+$1.13M	5.06%	7
2020 Q4	$33.9M	Buy	335,454 +197,807	+144%	+$18.7M	5.27%	8
2020 Q3	$12.4M	Buy	+137,647	New	+$12.2M	3.17%	12

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

OWA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Financial Synergies Wealth Advisors's EFG Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 1.4% in Q2 2026, selling an estimated $803K and leaving 479,599 shares worth $59.7M. The position accounts for 5.06% of the portfolio, ranked #7.

Financial Synergies Wealth Advisors first reported a position in EFG in Q3 2020 and has held it in 24 quarters since. 401 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Financial Synergies Wealth Advisors held 479,599 shares of iShares MSCI EAFE Growth ETF worth $59.7M as of Q2 2026.
Financial Synergies Wealth Advisors sold 6,657 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $803K.
iShares MSCI EAFE Growth ETF made up 5.06% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Financial Synergies Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 24 quarters since.
401 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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