Matthew Hamilton Rosenberg’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Matthew Hamilton Rosenberg’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	$194K	Sell	1,560 -656	-30%	-$79.1K	0.04%	235
2026 Q1	$247K	Sell	2,216 -217	-9%	-$25.5K	0.05%	175
2025 Q4	$277K	Sell	2,433 -1,959	-45%	-$225K	0.06%	163
2025 Q3	$500K	Sell	4,392 -153	-3%	-$17.1K	0.11%	86
2025 Q2	$509K	Sell	4,545 -158	-3%	-$16.7K	0.12%	84
2025 Q1	$470K	Sell	4,703 -88	-2%	-$8.97K	0.12%	81
2024 Q4	$464K	Buy	4,791 +6	+0.1%	+$610	0.12%	77
2024 Q3	$515K	Sell	4,785 -200	-4%	-$20.8K	0.13%	74
2024 Q2	$509K	Buy	4,985 +1,110	+29%	+$113K	0.15%	70
2024 Q1	$401K	Sell	3,875 -1,326	-25%	-$132K	0.12%	88
2023 Q4	$504K	Sell	5,201 -628	-11%	-$56.3K	0.15%	67
2023 Q3	$503K	Sell	5,829 -1,336	-19%	-$123K	0.17%	62
2023 Q2	$684K	Sell	7,165 -6,295	-47%	-$599K	0.23%	46
2023 Q1	$1.26M	Sell	13,460 -23	-0.2%	-$2.07K	0.41%	35
2022 Q4	$1.13M	Sell	13,483 -2,402	-15%	-$194K	0.38%	37
2022 Q3	$1.15M	Sell	15,885 -9,618	-38%	-$785K	0.45%	37
2022 Q2	$2.06M	Buy	25,503 +528	+2%	+$45.9K	0.78%	20
2022 Q1	$2.4M	Sell	24,975 -2,121	-8%	-$209K	0.84%	20
2021 Q4	$2.99M	Sell	27,096 -3,864	-12%	-$423K	1.06%	18
2021 Q3	$3.3M	Buy	+30,960	New	+$3.41M	1.3%	17

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

Matthew Hamilton Rosenberg's EFG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 30% in Q2 2026, selling an estimated $79.1K and leaving 1,560 shares worth $194K. The position accounts for 0.04% of the portfolio, ranked #235.

Matthew Hamilton Rosenberg first reported a position in EFG in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.3M in Q3 2021. 304 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Matthew Hamilton Rosenberg held 1,560 shares of iShares MSCI EAFE Growth ETF worth $194K as of Q2 2026.
Matthew Hamilton Rosenberg sold 656 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $79.1K.
iShares MSCI EAFE Growth ETF made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #235 holding.
Matthew Hamilton Rosenberg first reported a position in iShares MSCI EAFE Growth ETF in Q3 2021 and has held it in 20 quarters since.
Matthew Hamilton Rosenberg's iShares MSCI EAFE Growth ETF position peaked at $3.3M in Q3 2021.
304 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.