MKD Wealth Coaches’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

MKD Wealth Coaches’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	$2.17M	Sell	17,416 -18	-0.1%	-$2.17K	1.85%	8
2026 Q1	$1.94M	Sell	17,434 -742	-4%	-$87.3K	1.91%	7
2025 Q4	$2.07M	Sell	18,176 -1	-0%	-$115	2.07%	8
2025 Q3	$2.07M	Buy	18,177 +260	+1%	+$29K	2.06%	8
2025 Q2	$2.01M	Sell	17,917 -276	-2%	-$29.1K	2.12%	8
2025 Q1	$1.82M	Sell	18,193 -4,952	-21%	-$505K	2.06%	9
2024 Q4	$2.24M	Buy	+23,145	New	+$2.35M	2.27%	7
2021 Q4	$1.09M	Sell	9,918 -298	-3%	-$32.6K	1.5%	7
2021 Q3	$1.09M	Buy	10,216 +41	+0.4%	+$4.51K	1.71%	5
2021 Q2	$1.09M	Buy	10,175 +177	+2%	+$18.8K	1.75%	5
2021 Q1	$1M	Sell	9,998 -125	-1%	-$12.7K	1.71%	5
2020 Q4	$1.02M	Buy	10,123 +3,919	+63%	+$371K	1.64%	9
2020 Q3	$558K	Buy	+6,204	New	+$550K	0.8%	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

MKD Wealth Coaches's EFG Position: Q2 2026 in Review

MKD Wealth Coaches reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 0.1% in Q2 2026, selling an estimated $2.17K and leaving 17,416 shares worth $2.17M. The position accounts for 1.85% of the portfolio, ranked #8.

MKD Wealth Coaches first reported a position in EFG in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.24M in Q4 2024. 304 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

MKD Wealth Coaches held 17,416 shares of iShares MSCI EAFE Growth ETF worth $2.17M as of Q2 2026.
MKD Wealth Coaches sold 18 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.17K.
iShares MSCI EAFE Growth ETF made up 1.85% of MKD Wealth Coaches's portfolio in Q2 2026, its #8 holding.
MKD Wealth Coaches first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 13 quarters since.
MKD Wealth Coaches's iShares MSCI EAFE Growth ETF position peaked at $2.24M in Q4 2024.
304 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.